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 | $62,347 | $150,440-58.6% | $136,294-54.3% | $147,584-57.8% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 18.59% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,914 | $5,256-63.6% | $4,695-59.2% | $4,876-60.8% |
| Participant deferral / active EE | $3,701 | $6,630-44.2% | $6,247-40.8% | $5,439-32.0% |
| Admin fee / account holder | $571 | $10,905-94.8% | $9,243-93.8% | $10,885-94.8% |