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 | $76,975 | $61,774+24.6% | $97,226-20.8% | $80,856-4.8% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.7%+15.3pp | 67.6%+20.4pp |
| Annual return | 11.79% | -557.90%+569.7pp | 75.13%-63.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,050 | $1,837+11.6% | $2,729-24.9% | $2,755-25.6% |
| Participant deferral / active EE | $5,678 | $3,029+87.5% | $4,264+33.2% | $4,296+32.2% |
| Admin fee / account holder | $12,469 | $5,166+141.3% | $5,654+120.5% | $6,918+80.2% |