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 | $79,114 | $83,902-5.7% | $167,512-52.8% | $84,808-6.7% |
| Participation rate | 73.1% | 66.5%+6.6pp | 77.1%-4.0pp | 68.3%+4.8pp |
| Annual return | 20.88% | 91.55%-70.7pp | 1615.79%-1594.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,552 | $2,264+12.7% | $3,882-34.2% | $2,631-3.0% |
| Participant deferral / active EE | $4,490 | $4,442+1.1% | $6,405-29.9% | $4,212+6.6% |
| Admin fee / account holder | $5,656 | $7,915-28.5% | $9,769-42.1% | $7,344-23.0% |