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 | $79,261 | $70,606+12.3% | $53,898+47.1% | $142,382-44.3% |
| Participation rate | 95.7% | 63.7%+31.9pp | 55.0%+40.7pp | 80.1%+15.5pp |
| Annual return | 16.07% | 619.81%-603.7pp | 528.60%-512.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,649 | $1,202+286.7% | $932+398.8% | $4,299+8.1% |
| Participant deferral / active EE | $12,729 | $2,364+438.5% | $1,826+597.0% | $6,507+95.6% |
| Admin fee / account holder | $30,815 | $2,852+980.6% | $2,491+1137.2% | $12,624+144.1% |