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 | $92,508 | $61,774+49.8% | $97,226-4.9% | $80,856+14.4% |
| Participation rate | 90.6% | 63.5%+27.1pp | 72.7%+17.9pp | 67.6%+23.0pp |
| Annual return | 17.09% | -557.90%+575.0pp | 75.13%-58.0pp | 35.59%-18.5pp |
| Employer contribution / active EE | $6,877 | $1,837+274.4% | $2,729+152.0% | $2,755+149.6% |
| Participant deferral / active EE | $6,454 | $3,029+113.1% | $4,264+51.4% | $4,296+50.2% |
| Admin fee / account holder | $6,249 | $5,166+21.0% | $5,654+10.5% | $6,918-9.7% |