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 | $72,265 | $30,400+137.7% | $53,898+34.1% | $84,808-14.8% |
| Participation rate | 86.7% | 46.4%+40.2pp | 55.0%+31.7pp | 68.3%+18.4pp |
| Annual return | 36.21% | 500.19%-464.0pp | 528.60%-492.4pp | 40.90%-4.7pp |
| Employer contribution / active EE | $1,275 | $603+111.6% | $932+36.8% | $2,631-51.5% |
| Participant deferral / active EE | $3,388 | $1,199+182.7% | $1,826+85.5% | $4,212-19.5% |
| Admin fee / account holder | $1,674 | $1,993-16.0% | $2,491-32.8% | $7,344-77.2% |