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 | $39,388 | $58,927-33.2% | $76,817-48.7% | $72,985-46.0% |
| Participation rate | 70.0% | 67.3%+2.7pp | 72.1%-2.1pp | 69.5%+0.5pp |
| Annual return | 21.95% | 2305.64%-2283.7pp | 1166.11%-1144.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,514 | $1,787+40.7% | $2,302+9.2% | $2,440+3.0% |
| Participant deferral / active EE | $3,311 | $2,690+23.1% | $3,336-0.7% | $3,607-8.2% |
| Admin fee / account holder | $3,524 | $4,013-12.2% | $6,420-45.1% | $5,124-31.2% |