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 | $49,418 | $150,440-67.2% | $136,294-63.7% | $147,584-66.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.61% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $5,951 | $5,256+13.2% | $4,695+26.7% | $4,876+22.0% |
| Participant deferral / active EE | $5,794 | $6,630-12.6% | $6,247-7.3% | $5,439+6.5% |
| Admin fee / account holder | $2,600 | $10,905-76.2% | $9,243-71.9% | $10,885-76.1% |