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 | $61,885 | $150,440-58.9% | $136,294-54.6% | $147,584-58.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 15.19% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,860 | $5,256-45.6% | $4,695-39.1% | $4,876-41.3% |
| Participant deferral / active EE | $5,753 | $6,630-13.2% | $6,247-7.9% | $5,439+5.8% |
| Admin fee / account holder | $5,822 | $10,905-46.6% | $9,243-37.0% | $10,885-46.5% |