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 | $40,842 | $51,576-20.8% | $129,207-68.4% | $80,856-49.5% |
| Participation rate | 91.1% | 57.0%+34.2pp | 69.6%+21.5pp | 67.6%+23.5pp |
| Annual return | 57.58% | 20.81%+36.8pp | 9417.33%-9359.7pp | 35.59%+22.0pp |
| Employer contribution / active EE | $2,502 | $1,584+58.0% | $4,153-39.8% | $2,755-9.2% |
| Participant deferral / active EE | $3,414 | $2,669+27.9% | $4,168-18.1% | $4,296-20.5% |
| Admin fee / account holder | $1,525 | $4,305-64.6% | $7,715-80.2% | $6,918-78.0% |