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 | $77,456 | $56,114+38.0% | $96,139-19.4% | $85,850-9.8% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 15.58% | 42.30%-26.7pp | 191.94%-176.4pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,106 | $1,620+30.0% | $2,797-24.7% | $2,565-17.9% |
| Participant deferral / active EE | $6,220 | $2,859+117.5% | $4,349+43.0% | $3,952+57.4% |
| Admin fee / account holder | $1,744 | $3,768-53.7% | $5,537-68.5% | $6,260-72.1% |