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 | $45,962 | $105,181-56.3% | $159,436-71.2% | $85,850-46.5% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.8%+14.6pp | 69.3%+28.1pp |
| Annual return | 17.16% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $759 | $3,318-77.1% | $4,829-84.3% | $2,565-70.4% |
| Participant deferral / active EE | $7,681 | $5,945+29.2% | $7,352+4.5% | $3,952+94.4% |
| Admin fee / account holder | $1,965 | $6,933-71.7% | $10,799-81.8% | $6,260-68.6% |