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 | $59,753 | $171,865-65.2% | $149,718-60.1% | $147,584-59.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 16.03% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,935 | $6,275-37.3% | $5,445-27.7% | $4,876-19.3% |
| Participant deferral / active EE | $4,969 | $7,271-31.7% | $6,569-24.4% | $5,439-8.6% |
| Admin fee / account holder | $7,239 | $13,799-47.5% | $11,283-35.8% | $10,885-33.5% |