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 | $62,205 | $67,823-8.3% | $52,425+18.7% | $137,256-54.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 13.97% | 219.11%-205.1pp | 302.12%-288.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,952 | $1,163+67.8% | $914+113.5% | $4,156-53.0% |
| Participant deferral / active EE | $4,009 | $2,288+75.2% | $1,790+123.9% | $6,407-37.4% |
| Admin fee / account holder | $1,633 | $2,844-42.6% | $2,495-34.5% | $12,270-86.7% |