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 | $30,400+220.8% | $53,898+80.9% | $84,808+15.0% |
| Participation rate | 95.7% | 46.4%+49.3pp | 55.0%+40.8pp | 68.3%+27.4pp |
| Annual return | 15.09% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,952 | $603+223.9% | $932+109.4% | $2,631-25.8% |
| Participant deferral / active EE | $2,615 | $1,199+118.1% | $1,826+43.2% | $4,212-37.9% |
| Admin fee / account holder | $9,648 | $1,993+384.0% | $2,491+287.3% | $7,344+31.4% |