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 5-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 | $34,239 | $101,499-66.3% | $147,005-76.7% | $74,546-54.1% |
| Participation rate | 79.1% | 75.5%+3.6pp | 82.2%-3.1pp | 67.2%+11.9pp |
| Annual return | 46.45% | 8732.34%-8685.9pp | 418.76%-372.3pp | 1366.03%-1319.6pp |
| Employer contribution / active EE | $3,996 | $3,811+4.8% | $4,934-19.0% | $2,624+52.3% |
| Participant deferral / active EE | $11,765 | $7,304+61.1% | $8,070+45.8% | $4,347+170.6% |
| Admin fee / account holder | $6,046 | $1,748+245.9% | $13,006-53.5% | $1,944+211.1% |