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 | $36,797 | $68,097-46.0% | $62,929-41.5% | $137,256-73.2% |
| Participation rate | 86.4% | 77.4%+8.9pp | 73.1%+13.3pp | 80.0%+6.4pp |
| Annual return | 14.73% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,399 | $2,811-50.3% | $2,505-44.2% | $4,156-66.4% |
| Participant deferral / active EE | $2,141 | $4,553-53.0% | $3,888-44.9% | $6,407-66.6% |
| Admin fee / account holder | $1,044 | $6,521-84.0% | $5,065-79.4% | $12,270-91.5% |