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 | $114,566 | $30,400+276.9% | $53,898+112.6% | $84,808+35.1% |
| Participation rate | 72.0% | 46.4%+25.6pp | 55.0%+17.0pp | 68.3%+3.7pp |
| Annual return | 15.33% | 500.19%-484.9pp | 528.60%-513.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,165 | $603+93.4% | $932+25.0% | $2,631-55.7% |
| Participant deferral / active EE | $3,555 | $1,199+196.6% | $1,826+94.7% | $4,212-15.6% |
| Admin fee / account holder | $1,922 | $1,993-3.6% | $2,491-22.8% | $7,344-73.8% |