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 | $76,668 | $171,865-55.4% | $149,718-48.8% | $147,584-48.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 16.50% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,603 | $6,275-74.5% | $5,445-70.6% | $4,876-67.1% |
| Participant deferral / active EE | $7,545 | $7,271+3.8% | $6,569+14.9% | $5,439+38.7% |
| Admin fee / account holder | $614 | $13,799-95.6% | $11,283-94.6% | $10,885-94.4% |