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 | $74,956 | $169,032-55.7% | $129,207-42.0% | $145,922-48.6% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 19.59% | 14330.11%-14310.5pp | 9417.33%-9397.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,015 | $5,537-45.5% | $4,153-27.4% | $4,660-35.3% |
| Participant deferral / active EE | $4,561 | $4,987-8.5% | $4,168+9.4% | $6,688-31.8% |
| Admin fee / account holder | $18,348 | $9,954+84.3% | $7,715+137.8% | $13,397+37.0% |