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 | $86,353 | $105,181-17.9% | $159,436-45.8% | $85,850+0.6% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.8%+3.8pp | 69.3%+17.4pp |
| Annual return | 16.38% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $828 | $3,318-75.0% | $4,829-82.9% | $2,565-67.7% |
| Participant deferral / active EE | $8,462 | $5,945+42.4% | $7,352+15.1% | $3,952+114.1% |
| Admin fee / account holder | $15,460 | $6,933+123.0% | $10,799+43.2% | $6,260+147.0% |