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 | $31,081 | $150,440-79.3% | $136,294-77.2% | $147,584-78.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.54% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,275 | $5,256-37.7% | $4,695-30.3% | $4,876-32.8% |
| Participant deferral / active EE | $6,092 | $6,630-8.1% | $6,247-2.5% | $5,439+12.0% |
| Admin fee / account holder | $4,329 | $10,905-60.3% | $9,243-53.2% | $10,885-60.2% |