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 | $41,663 | $58,927-29.3% | $76,817-45.8% | $72,985-42.9% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 21.21% | 2305.64%-2284.4pp | 1166.11%-1144.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,806 | $1,787+1.1% | $2,302-21.5% | $2,440-26.0% |
| Participant deferral / active EE | $3,259 | $2,690+21.1% | $3,336-2.3% | $3,607-9.7% |
| Admin fee / account holder | $639 | $4,013-84.1% | $6,420-90.0% | $5,124-87.5% |