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 | $26,476 | $150,440-82.4% | $136,294-80.6% | $147,584-82.1% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 22.63% | 1049.08%-1026.5pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $3,547 | $5,256-32.5% | $4,695-24.4% | $4,876-27.3% |
| Participant deferral / active EE | $7,389 | $6,630+11.4% | $6,247+18.3% | $5,439+35.9% |
| Admin fee / account holder | $1,634 | $10,905-85.0% | $9,243-82.3% | $10,885-85.0% |