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 | $74,552 | $150,440-50.4% | $136,294-45.3% | $147,584-49.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 21.21% | 1049.08%-1027.9pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,833 | $5,256-65.1% | $4,695-61.0% | $4,876-62.4% |
| Participant deferral / active EE | $2,361 | $6,630-64.4% | $6,247-62.2% | $5,439-56.6% |
| Admin fee / account holder | $1,805 | $10,905-83.4% | $9,243-80.5% | $10,885-83.4% |