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 | $77,957 | $27,915+179.3% | $58,482+33.3% | $75,163+3.7% |
| Participation rate | 88.6% | 38.8%+49.8pp | 50.9%+37.8pp | 67.2%+21.4pp |
| Annual return | 17.14% | 44.20%-27.1pp | 4239.32%-4222.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,818 | $669+321.3% | $1,053+167.6% | $2,670+5.6% |
| Participant deferral / active EE | $3,410 | $1,201+183.9% | $1,924+77.3% | $4,125-17.3% |
| Admin fee / account holder | $1,327 | $1,726-23.1% | $2,516-47.3% | $5,651-76.5% |