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 | $52,057 | $150,440-65.4% | $136,294-61.8% | $147,584-64.7% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 19.60% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,440 | $5,256-53.6% | $4,695-48.0% | $4,876-50.0% |
| Participant deferral / active EE | $5,646 | $6,630-14.9% | $6,247-9.6% | $5,439+3.8% |
| Admin fee / account holder | $848 | $10,905-92.2% | $9,243-90.8% | $10,885-92.2% |