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 | $128,579 | $65,409+96.6% | $98,442+30.6% | $85,850+49.8% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.3%+22.7pp |
| Annual return | 16.43% | 21.76%-5.3pp | 1492.73%-1476.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $4,630 | $2,168+113.6% | $2,960+56.4% | $2,565+80.5% |
| Participant deferral / active EE | $3,914 | $3,166+23.6% | $4,276-8.5% | $3,952-1.0% |
| Admin fee / account holder | $12,403 | $4,593+170.1% | $5,949+108.5% | $6,260+98.1% |