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 | $54,272 | $70,606-23.1% | $53,898+0.7% | $142,382-61.9% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 10.90% | 619.81%-608.9pp | 528.60%-517.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,527 | $1,202+27.0% | $932+63.8% | $4,299-64.5% |
| Participant deferral / active EE | $2,362 | $2,364-0.1% | $1,826+29.3% | $6,507-63.7% |
| Admin fee / account holder | $303 | $2,852-89.4% | $2,491-87.9% | $12,624-97.6% |