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 | $63,008 | $185,200-66.0% | $142,863-55.9% | $167,490-62.4% |
| Participation rate | 92.3% | 78.4%+13.9pp | 71.9%+20.4pp | 82.1%+10.2pp |
| Annual return | 9.62% | 8555.70%-8546.1pp | 5637.54%-5627.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $3,172 | $5,604-43.4% | $4,144-23.5% | $4,837-34.4% |
| Participant deferral / active EE | $5,292 | $4,494+17.8% | $3,837+37.9% | $6,341-16.5% |
| Admin fee / account holder | $6,442 | $8,031-19.8% | $6,560-1.8% | $12,309-47.7% |