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 | $94,075 | $70,428+33.6% | $96,562-2.6% | $85,850+9.6% |
| Participation rate | 89.7% | 61.8%+27.8pp | 69.8%+19.8pp | 69.3%+20.3pp |
| Annual return | 16.17% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,576 | $1,413+153.1% | $2,356+51.8% | $2,565+39.4% |
| Participant deferral / active EE | $7,360 | $2,894+154.4% | $3,849+91.2% | $3,952+86.3% |
| Admin fee / account holder | $1,449 | $4,997-71.0% | $6,181-76.6% | $6,260-76.8% |