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 7-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 | $31,853 | $100,852-68.4% | $90,404-64.8% | $158,922-80.0% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 19.85% | 1724.20%-1704.4pp | 1293.02%-1273.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,261 | $3,689-65.8% | $3,262-61.4% | $4,761-73.5% |
| Participant deferral / active EE | $8,065 | $4,348+85.5% | $3,963+103.5% | $5,982+34.8% |
| Admin fee / account holder | $1,186 | $6,501-81.8% | $5,611-78.9% | $11,246-89.5% |