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 | $31,073 | $72,400-57.1% | $67,502-54.0% | $145,922-78.7% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.5pp | 80.3%+13.1pp |
| Annual return | 16.16% | 7182.46%-7166.3pp | 3512.12%-3496.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,774 | $3,069+88.1% | $2,731+111.4% | $4,660+23.9% |
| Participant deferral / active EE | $10,641 | $4,783+122.5% | $4,000+166.0% | $6,688+59.1% |
| Admin fee / account holder | $6,810 | $5,539+22.9% | $3,998+70.3% | $13,397-49.2% |