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 | $98,728 | $45,152+118.7% | $73,843+33.7% | $59,632+65.6% |
| Participation rate | 86.8% | 64.0%+22.8pp | 73.4%+13.4pp | 68.7%+18.2pp |
| Annual return | 1.07% | 27.40%-26.3pp | 2267.84%-2266.8pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $2,556 | $1,902+34.4% | $2,787-8.3% | $2,203+16.0% |
| Participant deferral / active EE | $5,724 | $2,574+122.4% | $3,583+59.7% | $3,192+79.3% |
| Admin fee / account holder | $3,762 | $3,516+7.0% | $4,880-22.9% | $4,297-12.5% |