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 | $32,826 | $92,985-64.7% | $153,485-78.6% | $80,856-59.4% |
| Participation rate | 98.1% | 69.0%+29.2pp | 77.1%+21.0pp | 67.6%+30.5pp |
| Annual return | 67.45% | 19.95%+47.5pp | 15.65%+51.8pp | 35.59%+31.9pp |
| Employer contribution / active EE | $6,820 | $3,507+94.4% | $5,039+35.3% | $2,755+147.5% |
| Participant deferral / active EE | $9,156 | $5,178+76.8% | $6,757+35.5% | $4,296+113.1% |
| Admin fee / account holder | $1,351 | $8,880-84.8% | $12,724-89.4% | $6,918-80.5% |