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 | $184,986 | $102,966+79.7% | $90,281+104.9% | $152,861+21.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 23.23% | 95.16%-71.9pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $13,604 | $3,139+333.4% | $2,854+376.6% | $4,762+185.7% |
| Participant deferral / active EE | $7,392 | $4,281+72.7% | $3,885+90.3% | $5,850+26.4% |
| Admin fee / account holder | $10,797 | $6,171+75.0% | $5,351+101.8% | $11,596-6.9% |