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 | $81,520 | $171,865-52.6% | $149,718-45.6% | $147,584-44.8% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 11.60% | 2113.22%-2101.6pp | 1501.63%-1490.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $7,132 | $6,275+13.7% | $5,445+31.0% | $4,876+46.3% |
| Participant deferral / active EE | $4,485 | $7,271-38.3% | $6,569-31.7% | $5,439-17.5% |
| Admin fee / account holder | $447 | $13,799-96.8% | $11,283-96.0% | $10,885-95.9% |