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 | $59,564 | $150,187-60.3% | $120,354-50.5% | $145,922-59.2% |
| Participation rate | 92.9% | 78.8%+14.1pp | 71.9%+20.9pp | 80.3%+12.6pp |
| Annual return | 10.94% | 154.07%-143.1pp | 107.15%-96.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $6,891 | $4,348+58.5% | $3,463+99.0% | $4,660+47.9% |
| Participant deferral / active EE | $1,602 | $6,173-74.0% | $4,991-67.9% | $6,688-76.0% |
| Admin fee / account holder | $1,206 | $12,207-90.1% | $9,423-87.2% | $13,397-91.0% |