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 | $27,895 | $150,440-81.5% | $136,294-79.5% | $147,584-81.1% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 22.87% | 1049.08%-1026.2pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,743 | $5,256-66.8% | $4,695-62.9% | $4,876-64.3% |
| Participant deferral / active EE | $3,395 | $6,630-48.8% | $6,247-45.7% | $5,439-37.6% |
| Admin fee / account holder | $408 | $10,905-96.3% | $9,243-95.6% | $10,885-96.3% |