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 | $65,915 | $150,440-56.2% | $136,294-51.6% | $147,584-55.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.36% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,531 | $5,256-51.9% | $4,695-46.1% | $4,876-48.1% |
| Participant deferral / active EE | $7,401 | $6,630+11.6% | $6,247+18.5% | $5,439+36.1% |
| Admin fee / account holder | $7,315 | $10,905-32.9% | $9,243-20.9% | $10,885-32.8% |