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 8-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 | $77,518 | $48,570+59.6% | $130,648-40.7% | $72,985+6.2% |
| Participation rate | 96.0% | 58.6%+37.4pp | 71.7%+24.3pp | 69.5%+26.5pp |
| Annual return | 23.21% | 38.63%-15.4pp | 1708.96%-1685.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,682 | $1,334+251.0% | $4,092+14.4% | $2,440+91.9% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,039 | $3,549+42.0% | $5,464-7.8% | $5,124-1.7% |