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 | $57,784 | $30,400+90.1% | $53,898+7.2% | $84,808-31.9% |
| Participation rate | 87.5% | 46.4%+41.1pp | 55.0%+32.5pp | 68.3%+19.2pp |
| Annual return | 15.65% | 500.19%-484.5pp | 528.60%-513.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $844 | $603+40.0% | $932-9.5% | $2,631-67.9% |
| Participant deferral / active EE | $5,244 | $1,199+337.5% | $1,826+187.2% | $4,212+24.5% |
| Admin fee / account holder | $748 | $1,993-62.5% | $2,491-70.0% | $7,344-89.8% |