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 | $58,294 | $102,966-43.4% | $90,281-35.4% | $152,861-61.9% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 17.58% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $642 | $3,139-79.5% | $2,854-77.5% | $4,762-86.5% |
| Participant deferral / active EE | $2,083 | $4,281-51.3% | $3,885-46.4% | $5,850-64.4% |
| Admin fee / account holder | $1,500 | $6,171-75.7% | $5,351-72.0% | $11,596-87.1% |