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 | $76,687 | $150,440-49.0% | $136,294-43.7% | $147,584-48.0% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 17.93% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,351 | $5,256-74.3% | $4,695-71.2% | $4,876-72.3% |
| Participant deferral / active EE | $3,331 | $6,630-49.8% | $6,247-46.7% | $5,439-38.8% |
| Admin fee / account holder | $625 | $10,905-94.3% | $9,243-93.2% | $10,885-94.3% |