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 | $82,641 | $54,705+51.1% | $71,209+16.1% | $84,808-2.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 25.72% | 35.90%-10.2pp | 282.51%-256.8pp | 40.90%-15.2pp |
| Employer contribution / active EE | $4,686 | $2,158+117.2% | $2,721+72.2% | $2,631+78.1% |
| Participant deferral / active EE | $6,875 | $3,030+126.9% | $4,175+64.7% | $4,212+63.2% |
| Admin fee / account holder | $7,513 | $4,863+54.5% | $5,349+40.5% | $7,344+2.3% |