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 8-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 | $152,233 | $102,604+48.4% | $86,188+76.6% | $139,434+9.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 16.03% | 1922.51%-1906.5pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,826 | $3,032-39.8% | $2,380-23.3% | $4,751-61.6% |
| Participant deferral / active EE | $5,946 | $4,676+27.2% | $3,985+49.2% | $6,710-11.4% |
| Admin fee / account holder | $1,689 | $8,657-80.5% | $6,852-75.4% | $11,403-85.2% |