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 3-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 | $66,980 | $88,672-24.5% | $105,223-36.3% | $82,448-18.8% |
| Participation rate | 95.1% | 67.9%+27.2pp | 75.0%+20.0pp | 68.1%+27.0pp |
| Annual return | 41.97% | 30.86%+11.1pp | 180.65%-138.7pp | 41.64%+0.3pp |
| Employer contribution / active EE | $8,228 | $3,048+170.0% | $3,689+123.1% | $2,551+222.6% |
| Participant deferral / active EE | $15,598 | $4,036+286.5% | $5,072+207.6% | $4,139+276.8% |
| Admin fee / account holder | $8,727 | $7,146+22.1% | $8,859-1.5% | $7,234+20.6% |