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 | $125,131 | $171,865-27.2% | $149,718-16.4% | $147,584-15.2% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 23.90% | 2113.22%-2089.3pp | 1501.63%-1477.7pp | 578.55%-554.7pp |
| Employer contribution / active EE | $2,211 | $6,275-64.8% | $5,445-59.4% | $4,876-54.7% |
| Participant deferral / active EE | $4,987 | $7,271-31.4% | $6,569-24.1% | $5,439-8.3% |
| Admin fee / account holder | $1,882 | $13,799-86.4% | $11,283-83.3% | $10,885-82.7% |