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 | $23,781 | $53,127-55.2% | $86,590-72.5% | $70,131-66.1% |
| Participation rate | 82.1% | 65.3%+16.8pp | 73.5%+8.6pp | 69.5%+12.6pp |
| Annual return | 2063.99% | 27.66%+2036.3pp | 964.84%+1099.1pp | 73.14%+1990.9pp |
| Employer contribution / active EE | $1,774 | $2,068-14.2% | $2,839-37.5% | $2,342-24.2% |
| Participant deferral / active EE | $3,696 | $2,696+37.1% | $3,609+2.4% | $3,332+10.9% |
| Admin fee / account holder | $4,896 | $3,585+36.6% | $4,906-0.2% | $4,645+5.4% |