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 10-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 | $69,743 | $29,660+135.1% | $56,411+23.6% | $80,856-13.7% |
| Participation rate | 97.8% | 41.6%+56.2pp | 52.5%+45.4pp | 67.6%+30.2pp |
| Annual return | 12.88% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,530 | $669+726.1% | $1,039+432.4% | $2,755+100.7% |
| Participant deferral / active EE | $2,373 | $1,226+93.6% | $1,952+21.6% | $4,296-44.8% |
| Admin fee / account holder | $1,227 | $2,428-49.4% | $2,829-56.6% | $6,918-82.3% |