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 | $155,966 | $171,865-9.3% | $149,718+4.2% | $147,584+5.7% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.0pp | 82.8%+11.3pp |
| Annual return | 11.74% | 2113.22%-2101.5pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $6,470 | $6,275+3.1% | $5,445+18.8% | $4,876+32.7% |
| Participant deferral / active EE | $4,229 | $7,271-41.8% | $6,569-35.6% | $5,439-22.2% |
| Admin fee / account holder | $13,315 | $13,799-3.5% | $11,283+18.0% | $10,885+22.3% |