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 10-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 | $73,367 | $58,927+24.5% | $76,817-4.5% | $72,985+0.5% |
| Participation rate | 74.1% | 67.3%+6.8pp | 72.1%+2.1pp | 69.5%+4.7pp |
| Annual return | 20.31% | 2305.64%-2285.3pp | 1166.11%-1145.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,700 | $1,787-4.9% | $2,302-26.2% | $2,440-30.3% |
| Participant deferral / active EE | $4,172 | $2,690+55.1% | $3,336+25.1% | $3,607+15.6% |
| Admin fee / account holder | $914 | $4,013-77.2% | $6,420-85.8% | $5,124-82.2% |