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 | $55,560 | $150,440-63.1% | $136,294-59.2% | $147,584-62.4% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 16.68% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,770 | $5,256-47.3% | $4,695-41.0% | $4,876-43.2% |
| Participant deferral / active EE | $4,876 | $6,630-26.5% | $6,247-21.9% | $5,439-10.3% |
| Admin fee / account holder | $2,001 | $10,905-81.7% | $9,243-78.4% | $10,885-81.6% |