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 | $109,137 | $171,865-36.5% | $149,718-27.1% | $147,584-26.1% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 18.36% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,633 | $6,275-74.0% | $5,445-70.0% | $4,876-66.5% |
| Participant deferral / active EE | $4,676 | $7,271-35.7% | $6,569-28.8% | $5,439-14.0% |
| Admin fee / account holder | $646 | $13,799-95.3% | $11,283-94.3% | $10,885-94.1% |