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 | $79,073 | $58,927+34.2% | $76,817+2.9% | $72,985+8.3% |
| Participation rate | 75.0% | 67.3%+7.7pp | 72.1%+2.9pp | 69.5%+5.5pp |
| Annual return | 18.19% | 2305.64%-2287.5pp | 1166.11%-1147.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,897 | $1,787+6.2% | $2,302-17.6% | $2,440-22.3% |
| Participant deferral / active EE | $6,422 | $2,690+138.7% | $3,336+92.5% | $3,607+78.0% |
| Admin fee / account holder | $1,341 | $4,013-66.6% | $6,420-79.1% | $5,124-73.8% |