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 | $75,530 | $58,927+28.2% | $76,817-1.7% | $72,985+3.5% |
| Participation rate | 70.3% | 67.3%+2.9pp | 72.1%-1.8pp | 69.5%+0.8pp |
| Annual return | 22.24% | 2305.64%-2283.4pp | 1166.11%-1143.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,816 | $1,787+1.6% | $2,302-21.1% | $2,440-25.6% |
| Participant deferral / active EE | $3,857 | $2,690+43.4% | $3,336+15.6% | $3,607+6.9% |
| Admin fee / account holder | $1,092 | $4,013-72.8% | $6,420-83.0% | $5,124-78.7% |