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 | $58,478 | $116,175-49.7% | $93,606-37.5% | $152,861-61.7% |
| Participation rate | 86.7% | 78.0%+8.6pp | 75.8%+10.8pp | 82.4%+4.2pp |
| Annual return | 49.81% | 35.96%+13.9pp | 32.76%+17.1pp | 345.32%-295.5pp |
| Employer contribution / active EE | $10,570 | $3,218+228.5% | $2,718+288.9% | $4,762+122.0% |
| Participant deferral / active EE | $2,987 | $4,603-35.1% | $4,069-26.6% | $5,850-48.9% |
| Admin fee / account holder | $5,398 | $10,748-49.8% | $7,888-31.6% | $11,596-53.5% |