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 | $116,325 | $63,861+82.2% | $104,607+11.2% | $79,858+45.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 17.89% | 21.30%-3.4pp | 340.46%-322.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $6,210 | $1,588+291.0% | $2,681+131.7% | $2,471+151.3% |
| Participant deferral / active EE | $3,360 | $2,693+24.7% | $3,740-10.2% | $3,740-10.2% |
| Admin fee / account holder | $2,858 | $4,185-31.7% | $6,473-55.9% | $5,306-46.1% |