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 | $67,018 | $58,927+13.7% | $76,817-12.8% | $72,985-8.2% |
| Participation rate | 75.9% | 67.3%+8.6pp | 72.1%+3.9pp | 69.5%+6.5pp |
| Annual return | 19.84% | 2305.64%-2285.8pp | 1166.11%-1146.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,681 | $1,787+50.0% | $2,302+16.4% | $2,440+9.9% |
| Participant deferral / active EE | $3,310 | $2,690+23.0% | $3,336-0.8% | $3,607-8.2% |
| Admin fee / account holder | $9,746 | $4,013+142.9% | $6,420+51.8% | $5,124+90.2% |