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 | $65,446 | $105,181-37.8% | $159,436-59.0% | $85,850-23.8% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 33.92% | 45.07%-11.2pp | 263.57%-229.7pp | 318.53%-284.6pp |
| Employer contribution / active EE | $676 | $3,318-79.6% | $4,829-86.0% | $2,565-73.7% |
| Participant deferral / active EE | $3,599 | $5,945-39.5% | $7,352-51.1% | $3,952-8.9% |
| Admin fee / account holder | $6,368 | $6,933-8.2% | $10,799-41.0% | $6,260+1.7% |