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 | $66,108 | $105,181-37.1% | $159,436-58.5% | $85,850-23.0% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 26.77% | 45.07%-18.3pp | 263.57%-236.8pp | 318.53%-291.8pp |
| Employer contribution / active EE | $884 | $3,318-73.3% | $4,829-81.7% | $2,565-65.5% |
| Participant deferral / active EE | $9,636 | $5,945+62.1% | $7,352+31.1% | $3,952+143.8% |
| Admin fee / account holder | $638 | $6,933-90.8% | $10,799-94.1% | $6,260-89.8% |