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 | $107,751 | $64,839+66.2% | $95,585+12.7% | $84,808+27.1% |
| Participation rate | 83.9% | 63.8%+20.1pp | 72.1%+11.8pp | 68.3%+15.6pp |
| Annual return | 14.69% | -670.96%+685.6pp | 38.56%-23.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,598 | $1,759+275.1% | $2,527+161.1% | $2,631+150.8% |
| Participant deferral / active EE | $5,412 | $2,965+82.5% | $4,023+34.5% | $4,212+28.5% |
| Admin fee / account holder | $5,647 | $5,964-5.3% | $6,127-7.8% | $7,344-23.1% |