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 | $86,620 | $89,355-3.1% | $141,162-38.6% | $72,985+18.7% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 21.28% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $7,245 | $3,114+132.6% | $4,735+53.0% | $2,440+197.0% |
| Participant deferral / active EE | $6,173 | $5,418+13.9% | $6,709-8.0% | $3,607+71.1% |
| Admin fee / account holder | $3,306 | $5,958-44.5% | $10,261-67.8% | $5,124-35.5% |