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 3-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 | $140,260 | $96,305+45.6% | $80,569+74.1% | $139,434+0.6% |
| Participation rate | 78.3% | 73.6%+4.6pp | 67.0%+11.3pp | 80.3%-2.1pp |
| Annual return | 21.79% | 1350.08%-1328.3pp | 935.43%-913.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,642 | $3,262-49.7% | $2,723-39.7% | $4,751-65.4% |
| Participant deferral / active EE | $5,209 | $5,232-0.4% | $4,447+17.1% | $6,710-22.4% |
| Admin fee / account holder | $6,625 | $6,599+0.4% | $5,377+23.2% | $11,403-41.9% |