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 | $123,880 | $171,865-27.9% | $149,718-17.3% | $147,584-16.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.56% | 2113.22%-2089.7pp | 1501.63%-1478.1pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,589 | $6,275-58.7% | $5,445-52.5% | $4,876-46.9% |
| Participant deferral / active EE | $5,423 | $7,271-25.4% | $6,569-17.4% | $5,439-0.3% |
| Admin fee / account holder | $3,336 | $13,799-75.8% | $11,283-70.4% | $10,885-69.4% |