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 3-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 | $129,312 | $102,604+26.0% | $86,188+50.0% | $139,434-7.3% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.0%+25.2pp | 80.3%+13.8pp |
| Annual return | 19.28% | 1922.51%-1903.2pp | 1168.45%-1149.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,672 | $3,032-44.8% | $2,380-29.7% | $4,751-64.8% |
| Participant deferral / active EE | $1,877 | $4,676-59.8% | $3,985-52.9% | $6,710-72.0% |
| Admin fee / account holder | $8,694 | $8,657+0.4% | $6,852+26.9% | $11,403-23.7% |