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 | $27,920 | $150,440-81.4% | $136,294-79.5% | $147,584-81.1% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 20.67% | 1049.08%-1028.4pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $894 | $5,256-83.0% | $4,695-81.0% | $4,876-81.7% |
| Participant deferral / active EE | $2,621 | $6,630-60.5% | $6,247-58.0% | $5,439-51.8% |
| Admin fee / account holder | $1,314 | $10,905-88.0% | $9,243-85.8% | $10,885-87.9% |