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 | $70,350 | $150,440-53.2% | $136,294-48.4% | $147,584-52.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.56% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $11,009 | $5,256+109.5% | $4,695+134.5% | $4,876+125.8% |
| Participant deferral / active EE | $4,406 | $6,630-33.5% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $459 | $10,905-95.8% | $9,243-95.0% | $10,885-95.8% |