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 | $62,714 | $150,440-58.3% | $136,294-54.0% | $147,584-57.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.12% | 1049.08%-1037.0pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,979 | $5,256-62.3% | $4,695-57.8% | $4,876-59.4% |
| Participant deferral / active EE | $7,691 | $6,630+16.0% | $6,247+23.1% | $5,439+41.4% |
| Admin fee / account holder | $3,087 | $10,905-71.7% | $9,243-66.6% | $10,885-71.6% |