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 | $59,391 | $171,865-65.4% | $149,718-60.3% | $147,584-59.8% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 18.56% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,381 | $6,275-14.3% | $5,445-1.2% | $4,876+10.3% |
| Participant deferral / active EE | $9,790 | $7,271+34.6% | $6,569+49.0% | $5,439+80.0% |
| Admin fee / account holder | $1,628 | $13,799-88.2% | $11,283-85.6% | $10,885-85.0% |