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 | $42,582 | $56,199-24.2% | $67,652-37.1% | $59,632-28.6% |
| Participation rate | 96.0% | 71.5%+24.5pp | 75.7%+20.3pp | 68.7%+27.3pp |
| Annual return | 72.85% | 18505.31%-18432.5pp | 6625.04%-6552.2pp | 2041.28%-1968.4pp |
| Employer contribution / active EE | $1,941 | $1,614+20.2% | $2,266-14.3% | $2,203-11.9% |
| Participant deferral / active EE | $4,550 | $2,844+60.0% | $3,560+27.8% | $3,192+42.5% |
| Admin fee / account holder | $4,358 | $3,958+10.1% | $4,821-9.6% | $4,297+1.4% |