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 | $30,378 | $150,440-79.8% | $136,294-77.7% | $147,584-79.4% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 26.75% | 1049.08%-1022.3pp | 5155.94%-5129.2pp | 578.55%-551.8pp |
| Employer contribution / active EE | $1,832 | $5,256-65.1% | $4,695-61.0% | $4,876-62.4% |
| Participant deferral / active EE | $6,110 | $6,630-7.8% | $6,247-2.2% | $5,439+12.3% |
| Admin fee / account holder | $474 | $10,905-95.7% | $9,243-94.9% | $10,885-95.6% |