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 | $75,392 | $56,317+33.9% | $71,209+5.9% | $74,304+1.5% |
| Participation rate | 99.0% | 55.1%+43.9pp | 73.8%+25.3pp | 60.3%+38.7pp |
| Annual return | 22.81% | 42.83%-20.0pp | 282.51%-259.7pp | 29.43%-6.6pp |
| Employer contribution / active EE | $15,330 | $2,160+609.7% | $2,721+463.4% | $2,241+584.0% |
| Participant deferral / active EE | $3,947 | $2,788+41.6% | $4,175-5.5% | $3,767+4.8% |
| Admin fee / account holder | $3,208 | $2,290+40.1% | $5,349-40.0% | $2,969+8.1% |