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 | $97,391 | $150,440-35.3% | $136,294-28.5% | $147,584-34.0% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 14.98% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,116 | $5,256-78.8% | $4,695-76.2% | $4,876-77.1% |
| Participant deferral / active EE | $5,248 | $6,630-20.8% | $6,247-16.0% | $5,439-3.5% |
| Admin fee / account holder | $1,026 | $10,905-90.6% | $9,243-88.9% | $10,885-90.6% |