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 | $64,366 | $107,334-40.0% | $92,893-30.7% | $152,861-57.9% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 45.58% | 145.58%-100.0pp | 109.41%-63.8pp | 345.32%-299.7pp |
| Employer contribution / active EE | $795 | $4,221-81.2% | $3,653-78.2% | $4,762-83.3% |
| Participant deferral / active EE | $4,240 | $4,845-12.5% | $4,236+0.1% | $5,850-27.5% |
| Admin fee / account holder | $508 | $7,079-92.8% | $5,794-91.2% | $11,596-95.6% |