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 | $37,312 | $58,927-36.7% | $76,817-51.4% | $72,985-48.9% |
| Participation rate | 97.2% | 67.3%+29.9pp | 72.1%+25.1pp | 69.5%+27.7pp |
| Annual return | 20.71% | 2305.64%-2284.9pp | 1166.11%-1145.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,316 | $1,787-26.3% | $2,302-42.8% | $2,440-46.0% |
| Participant deferral / active EE | $4,854 | $2,690+80.4% | $3,336+45.5% | $3,607+34.5% |
| Admin fee / account holder | $3,621 | $4,013-9.8% | $6,420-43.6% | $5,124-29.3% |