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 | $111,490 | $102,604+8.7% | $86,188+29.4% | $139,434-20.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 16.17% | 1922.51%-1906.3pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $930 | $3,032-69.3% | $2,380-60.9% | $4,751-80.4% |
| Participant deferral / active EE | $1,186 | $4,676-74.6% | $3,985-70.2% | $6,710-82.3% |
| Admin fee / account holder | $4,426 | $8,657-48.9% | $6,852-35.4% | $11,403-61.2% |