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 | $24,630 | $58,927-58.2% | $76,817-67.9% | $72,985-66.3% |
| Participation rate | 84.2% | 67.3%+16.9pp | 72.1%+12.1pp | 69.5%+14.7pp |
| Annual return | 20.82% | 2305.64%-2284.8pp | 1166.11%-1145.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,315 | $1,787+85.5% | $2,302+44.0% | $2,440+35.8% |
| Participant deferral / active EE | $3,471 | $2,690+29.0% | $3,336+4.0% | $3,607-3.8% |
| Admin fee / account holder | $1,180 | $4,013-70.6% | $6,420-81.6% | $5,124-77.0% |