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 | $97,525 | $29,319+232.6% | $52,425+86.0% | $82,448+18.3% |
| Participation rate | 95.7% | 46.9%+48.9pp | 55.6%+40.1pp | 68.1%+27.7pp |
| Annual return | 15.09% | 535.20%-520.1pp | 302.12%-287.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,952 | $586+232.9% | $914+113.5% | $2,551-23.5% |
| Participant deferral / active EE | $2,615 | $1,171+123.2% | $1,790+46.0% | $4,139-36.8% |
| Admin fee / account holder | $9,648 | $1,962+391.7% | $2,495+286.7% | $7,234+33.4% |