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 | $81,332 | $76,738+6.0% | $56,411+44.2% | $145,922-44.3% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 12.88% | 2994.23%-2981.3pp | 1701.33%-1688.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,101 | $1,380+52.2% | $1,039+102.3% | $4,660-54.9% |
| Participant deferral / active EE | $8,488 | $2,623+223.6% | $1,952+334.9% | $6,688+26.9% |
| Admin fee / account holder | $1,606 | $3,334-51.8% | $2,829-43.2% | $13,397-88.0% |