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 | $74,647 | $64,839+15.1% | $95,585-21.9% | $84,808-12.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 16.73% | -670.96%+687.7pp | 38.56%-21.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,783 | $1,759+285.7% | $2,527+168.5% | $2,631+157.8% |
| Participant deferral / active EE | $6,029 | $2,965+103.4% | $4,023+49.9% | $4,212+43.2% |
| Admin fee / account holder | $1,055 | $5,964-82.3% | $6,127-82.8% | $7,344-85.6% |