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 | $93,617 | $67,823+38.0% | $52,425+78.6% | $137,256-31.8% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 13.71% | 219.11%-205.4pp | 302.12%-288.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $720 | $1,163-38.1% | $914-21.3% | $4,156-82.7% |
| Participant deferral / active EE | $4,534 | $2,288+98.2% | $1,790+153.2% | $6,407-29.2% |
| Admin fee / account holder | $1,309 | $2,844-54.0% | $2,495-47.5% | $12,270-89.3% |