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 | $72,800 | $150,440-51.6% | $136,294-46.6% | $147,584-50.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.79% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,929 | $5,256-25.3% | $4,695-16.3% | $4,876-19.4% |
| Participant deferral / active EE | $4,230 | $6,630-36.2% | $6,247-32.3% | $5,439-22.2% |
| Admin fee / account holder | $1,357 | $10,905-87.6% | $9,243-85.3% | $10,885-87.5% |