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 | $37,713 | $58,927-36.0% | $76,817-50.9% | $72,985-48.3% |
| Participation rate | 76.2% | 67.3%+8.9pp | 72.1%+4.1pp | 69.5%+6.7pp |
| Annual return | 19.70% | 2305.64%-2285.9pp | 1166.11%-1146.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,728 | $1,787-3.3% | $2,302-24.9% | $2,440-29.2% |
| Participant deferral / active EE | $2,522 | $2,690-6.3% | $3,336-24.4% | $3,607-30.1% |
| Admin fee / account holder | $418 | $4,013-89.6% | $6,420-93.5% | $5,124-91.8% |