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 | $62,801 | $27,641+127.2% | $61,373+2.3% | $68,494-8.3% |
| Participation rate | 96.7% | 39.5%+57.2pp | 52.6%+44.1pp | 67.9%+28.8pp |
| Annual return | 60.96% | -13.24%+74.2pp | 338.61%-277.7pp | -7.84%+68.8pp |
| Employer contribution / active EE | $1,062 | $695+52.6% | $1,159-8.4% | $2,596-59.1% |
| Participant deferral / active EE | $2,185 | $1,263+72.9% | $2,125+2.8% | $4,027-45.8% |
| Admin fee / account holder | $1,254 | $2,010-37.6% | $2,130-41.1% | $5,403-76.8% |