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 | $36,224 | $150,440-75.9% | $136,294-73.4% | $147,584-75.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 20.32% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,858 | $5,256-45.6% | $4,695-39.1% | $4,876-41.4% |
| Participant deferral / active EE | $5,959 | $6,630-10.1% | $6,247-4.6% | $5,439+9.6% |
| Admin fee / account holder | $4,800 | $10,905-56.0% | $9,243-48.1% | $10,885-55.9% |