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 | $19,355 | $210,648-90.8% | $177,989-89.1% | $145,922-86.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.39% | 385.86%-375.5pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,144 | $4,565+12.7% | $3,949+30.3% | $4,660+10.4% |
| Participant deferral / active EE | $1,890 | $6,958-72.8% | $6,276-69.9% | $6,688-71.7% |
| Admin fee / account holder | $4,683 | $12,013-61.0% | $10,363-54.8% | $13,397-65.0% |