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 | $78,638 | $74,888+5.0% | $71,209+10.4% | $142,382-44.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.94% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $481 | $2,854-83.1% | $2,721-82.3% | $4,299-88.8% |
| Participant deferral / active EE | $18,326 | $4,454+311.4% | $4,175+338.9% | $6,507+181.6% |
| Admin fee / account holder | $783 | $5,568-85.9% | $5,349-85.4% | $12,624-93.8% |