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 | $73,206 | $48,230+51.8% | $67,502+8.4% | $80,856-9.5% |
| Participation rate | 97.4% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.8pp |
| Annual return | 16.28% | 18.28%-2.0pp | 3512.12%-3495.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $8,937 | $2,020+342.5% | $2,731+227.3% | $2,755+224.4% |
| Participant deferral / active EE | $9,054 | $2,924+209.7% | $4,000+126.4% | $4,296+110.8% |
| Admin fee / account holder | $2,887 | $3,681-21.6% | $3,998-27.8% | $6,918-58.3% |