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 6-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 | $36,315 | $99,877-63.6% | $84,966-57.3% | $145,922-75.1% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 20.85% | 83.76%-62.9pp | 66.38%-45.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $5,688 | $3,231+76.0% | $2,727+108.6% | $4,660+22.1% |
| Participant deferral / active EE | $6,699 | $5,291+26.6% | $4,519+48.2% | $6,688+0.2% |
| Admin fee / account holder | $787 | $7,248-89.1% | $6,149-87.2% | $13,397-94.1% |