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 | $75,859 | $58,234+30.3% | $81,783-7.2% | $80,874-6.2% |
| Participation rate | 88.5% | 63.4%+25.0pp | 72.4%+16.1pp | 67.6%+20.8pp |
| Annual return | 12.77% | 41.70%-28.9pp | 775.05%-762.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $9,509 | $2,341+306.1% | $2,913+226.5% | $2,756+245.1% |
| Participant deferral / active EE | $5,965 | $3,283+81.7% | $4,320+38.1% | $4,297+38.8% |
| Admin fee / account holder | $8,319 | $4,982+67.0% | $7,380+12.7% | $6,935+20.0% |