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 | $67,423 | $30,400+121.8% | $53,898+25.1% | $84,808-20.5% |
| Participation rate | 80.5% | 46.4%+34.0pp | 55.0%+25.5pp | 68.3%+12.2pp |
| Annual return | 15.78% | 500.19%-484.4pp | 528.60%-512.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,107 | $603+83.6% | $932+18.7% | $2,631-57.9% |
| Participant deferral / active EE | $4,763 | $1,199+297.3% | $1,826+160.8% | $4,212+13.1% |
| Admin fee / account holder | $5,228 | $1,993+162.3% | $2,491+109.9% | $7,344-28.8% |