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 | $78,100 | $171,865-54.6% | $149,718-47.8% | $147,584-47.1% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 22.68% | 2113.22%-2090.5pp | 1501.63%-1478.9pp | 578.55%-555.9pp |
| Employer contribution / active EE | $6,864 | $6,275+9.4% | $5,445+26.1% | $4,876+40.8% |
| Participant deferral / active EE | $8,216 | $7,271+13.0% | $6,569+25.1% | $5,439+51.1% |
| Admin fee / account holder | $14,603 | $13,799+5.8% | $11,283+29.4% | $10,885+34.2% |