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 | $83,902+12.5% | $167,512-43.6% | $84,808+11.3% |
| Participation rate | 75.6% | 66.5%+9.1pp | 77.1%-1.4pp | 68.3%+7.3pp |
| Annual return | 15.36% | 91.55%-76.2pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,077 | $2,264-52.4% | $3,882-72.3% | $2,631-59.1% |
| Participant deferral / active EE | $8,743 | $4,442+96.8% | $6,405+36.5% | $4,212+107.6% |
| Admin fee / account holder | $5,725 | $7,915-27.7% | $9,769-41.4% | $7,344-22.0% |