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 | $73,984 | $70,606+4.8% | $53,898+37.3% | $142,382-48.0% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 14.89% | 619.81%-604.9pp | 528.60%-513.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $547 | $1,202-54.5% | $932-41.3% | $4,299-87.3% |
| Participant deferral / active EE | $1,813 | $2,364-23.3% | $1,826-0.7% | $6,507-72.1% |
| Admin fee / account holder | $1,505 | $2,852-47.2% | $2,491-39.6% | $12,624-88.1% |