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 5-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 | $41,961 | $210,648-80.1% | $177,989-76.4% | $145,922-71.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.37% | 385.86%-374.5pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,641 | $4,565+23.6% | $3,949+42.9% | $4,660+21.1% |
| Participant deferral / active EE | $11,251 | $6,958+61.7% | $6,276+79.3% | $6,688+68.2% |
| Admin fee / account holder | $2,761 | $12,013-77.0% | $10,363-73.4% | $13,397-79.4% |