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 | $58,023 | $58,927-1.5% | $76,817-24.5% | $72,985-20.5% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.68% | 2305.64%-2288.0pp | 1166.11%-1148.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,924 | $1,787+7.7% | $2,302-16.4% | $2,440-21.1% |
| Participant deferral / active EE | $4,296 | $2,690+59.7% | $3,336+28.8% | $3,607+19.1% |
| Admin fee / account holder | $1,227 | $4,013-69.4% | $6,420-80.9% | $5,124-76.0% |