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 | $191,876 | $150,440+27.5% | $136,294+40.8% | $147,584+30.0% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 16.50% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,301 | $5,256-75.2% | $4,695-72.3% | $4,876-73.3% |
| Participant deferral / active EE | $5,275 | $6,630-20.4% | $6,247-15.6% | $5,439-3.0% |
| Admin fee / account holder | $9,240 | $10,905-15.3% | $9,2430% | $10,885-15.1% |