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 | $78,836 | $171,865-54.1% | $149,718-47.3% | $147,584-46.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 25.27% | 2113.22%-2087.9pp | 1501.63%-1476.4pp | 578.55%-553.3pp |
| Employer contribution / active EE | $2,500 | $6,275-60.2% | $5,445-54.1% | $4,876-48.7% |
| Participant deferral / active EE | $16,041 | $7,271+120.6% | $6,569+144.2% | $5,439+194.9% |
| Admin fee / account holder | $3,760 | $13,799-72.8% | $11,283-66.7% | $10,885-65.5% |