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 | $92,206 | $150,440-38.7% | $136,294-32.3% | $147,584-37.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.73% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,989 | $5,256-62.2% | $4,695-57.6% | $4,876-59.2% |
| Participant deferral / active EE | $3,935 | $6,630-40.7% | $6,247-37.0% | $5,439-27.7% |
| Admin fee / account holder | $7,044 | $10,905-35.4% | $9,243-23.8% | $10,885-35.3% |