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 | $57,236 | $58,927-2.9% | $76,817-25.5% | $72,985-21.6% |
| Participation rate | 89.3% | 67.3%+21.9pp | 72.1%+17.2pp | 69.5%+19.8pp |
| Annual return | 19.62% | 2305.64%-2286.0pp | 1166.11%-1146.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,752 | $1,787+54.0% | $2,302+19.6% | $2,440+12.8% |
| Participant deferral / active EE | $4,866 | $2,690+80.9% | $3,336+45.9% | $3,607+34.9% |
| Admin fee / account holder | $2,052 | $4,013-48.9% | $6,420-68.0% | $5,124-60.0% |