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 | $59,038 | $102,966-42.7% | $90,281-34.6% | $152,861-61.4% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 18.44% | 95.16%-76.7pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,366 | $3,139-24.6% | $2,854-17.1% | $4,762-50.3% |
| Participant deferral / active EE | $2,483 | $4,281-42.0% | $3,885-36.1% | $5,850-57.6% |
| Admin fee / account holder | $548 | $6,171-91.1% | $5,351-89.8% | $11,596-95.3% |