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 9-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 | $70,893 | $75,828-6.5% | $147,614-52.0% | $59,632+18.9% |
| Participation rate | 75.9% | 71.6%+4.3pp | 84.6%-8.8pp | 68.7%+7.2pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $7,987 | $3,485+129.2% | $5,564+43.5% | $2,203+262.6% |
| Participant deferral / active EE | $4,359 | $3,130+39.3% | $4,895-10.9% | $3,192+36.6% |
| Admin fee / account holder | $4,395 | $5,985-26.6% | $11,611-62.2% | $4,297+2.3% |