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 | $94,675 | $80,673+17.4% | $101,326-6.6% | $84,808+11.6% |
| Participation rate | 96.4% | 77.8%+18.6pp | 81.5%+14.9pp | 68.3%+28.1pp |
| Annual return | 0.00% | 38.95%-39.0pp | 36.82%-36.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $8,854 | $2,698+228.2% | $3,665+141.6% | $2,631+236.5% |
| Participant deferral / active EE | $11,481 | $6,840+67.8% | $7,994+43.6% | $4,212+172.6% |
| Admin fee / account holder | $9,656 | $12,784-24.5% | $11,185-13.7% | $7,344+31.5% |