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 | $107,684 | $74,888+43.8% | $71,209+51.2% | $142,382-24.4% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.1%-6.2pp |
| Annual return | 238.93% | 345.14%-106.2pp | 282.51%-43.6pp | 217.08%+21.9pp |
| Employer contribution / active EE | $2,730 | $2,854-4.4% | $2,721+0.3% | $4,299-36.5% |
| Participant deferral / active EE | $5,800 | $4,454+30.2% | $4,175+38.9% | $6,507-10.9% |
| Admin fee / account holder | $1,028 | $5,568-81.5% | $5,349-80.8% | $12,624-91.9% |