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 | $81,357 | $29,660+174.3% | $56,411+44.2% | $80,856+0.6% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 17.10% | 35.23%-18.1pp | 1701.33%-1684.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,760 | $669+312.4% | $1,039+165.8% | $2,755+0.2% |
| Participant deferral / active EE | $5,457 | $1,226+345.1% | $1,952+179.6% | $4,296+27.0% |
| Admin fee / account holder | $1,661 | $2,428-31.6% | $2,829-41.3% | $6,918-76.0% |