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 | $134,794 | $102,317+31.7% | $146,958-8.3% | $80,856+66.7% |
| Participation rate | 71.9% | 75.8%-4.0pp | 82.2%-10.3pp | 67.6%+4.2pp |
| Annual return | 254.54% | 134.76%+119.8pp | 418.34%-163.8pp | 35.59%+218.9pp |
| Employer contribution / active EE | $3,059 | $3,713-17.6% | $4,933-38.0% | $2,755+11.0% |
| Participant deferral / active EE | $6,261 | $6,644-5.8% | $8,070-22.4% | $4,296+45.8% |
| Admin fee / account holder | $677 | $7,941-91.5% | $12,998-94.8% | $6,918-90.2% |