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 | $29,319+97.1% | $52,425+10.2% | $82,448-29.9% |
| Participation rate | 87.5% | 46.9%+40.6pp | 55.6%+31.9pp | 68.1%+19.4pp |
| Annual return | 15.65% | 535.20%-519.6pp | 302.12%-286.5pp | 41.64%-26.0pp |
| Employer contribution / active EE | $844 | $586+43.9% | $914-7.7% | $2,551-66.9% |
| Participant deferral / active EE | $5,244 | $1,171+347.7% | $1,790+192.9% | $4,139+26.7% |
| Admin fee / account holder | $748 | $1,962-61.9% | $2,495-70.0% | $7,234-89.7% |