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 | $32,357 | $156,846-79.4% | $121,098-73.3% | $139,434-76.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 27.78% | 1474.56%-1446.8pp | 985.75%-958.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $4,524 | $5,536-18.3% | $4,164+8.6% | $4,751-4.8% |
| Participant deferral / active EE | $6,667 | $4,844+37.6% | $4,080+63.4% | $6,710-0.7% |
| Admin fee / account holder | $467 | $6,946-93.3% | $5,644-91.7% | $11,403-95.9% |