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 | $186,498 | $171,865+8.5% | $149,718+24.6% | $147,584+26.4% |
| Participation rate | 82.4% | 88.2%-5.8pp | 87.1%-4.7pp | 82.8%-0.5pp |
| Annual return | 10.76% | 2113.22%-2102.5pp | 1501.63%-1490.9pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,800 | $6,275-71.3% | $5,445-66.9% | $4,876-63.1% |
| Participant deferral / active EE | $4,648 | $7,271-36.1% | $6,569-29.2% | $5,439-14.5% |
| Admin fee / account holder | $1,104 | $13,799-92.0% | $11,283-90.2% | $10,885-89.9% |