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 | $55,742 | $29,660+87.9% | $56,411-1.2% | $80,856-31.1% |
| Participation rate | 82.7% | 41.6%+41.1pp | 52.5%+30.2pp | 67.6%+15.1pp |
| Annual return | 20.92% | 35.23%-14.3pp | 1701.33%-1680.4pp | 35.59%-14.7pp |
| Employer contribution / active EE | $4,267 | $669+537.5% | $1,039+310.8% | $2,755+54.9% |
| Participant deferral / active EE | $7,083 | $1,226+477.7% | $1,952+262.9% | $4,296+64.9% |
| Admin fee / account holder | $10,163 | $2,428+318.7% | $2,829+259.3% | $6,918+46.9% |