See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,044 | $63,346+59.5% | $92,233+9.6% | $70,131+44.1% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 16.55% | 530.12%-513.6pp | 176.28%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,093 | $2,471-15.3% | $3,679-43.1% | $2,342-10.7% |
| Participant deferral / active EE | $5,605 | $2,854+96.4% | $3,897+43.8% | $3,332+68.2% |
| Admin fee / account holder | $3,156 | $3,840-17.8% | $5,194-39.2% | $4,645-32.1% |