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 | $56,479 | $27,915+102.3% | $58,482-3.4% | $75,163-24.9% |
| Participation rate | 90.9% | 38.8%+52.1pp | 50.9%+40.1pp | 67.2%+23.7pp |
| Annual return | 26.16% | 44.20%-18.0pp | 4239.32%-4213.2pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,895 | $669+332.7% | $1,053+174.8% | $2,670+8.4% |
| Participant deferral / active EE | $7,322 | $1,201+509.5% | $1,924+280.6% | $4,125+77.5% |
| Admin fee / account holder | $8,608 | $1,726+398.8% | $2,516+242.1% | $5,651+52.3% |