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 | $94,393 | $80,812+16.8% | $160,784-41.3% | $82,448+14.5% |
| Participation rate | 75.6% | 66.2%+9.4pp | 77.0%-1.3pp | 68.1%+7.5pp |
| Annual return | 15.36% | 100.59%-85.2pp | 1803.92%-1788.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,077 | $2,174-50.5% | $3,733-71.1% | $2,551-57.8% |
| Participant deferral / active EE | $8,743 | $4,335+101.7% | $6,293+38.9% | $4,139+111.2% |
| Admin fee / account holder | $5,725 | $7,695-25.6% | $9,717-41.1% | $7,234-20.9% |