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 | $60,570 | $70,587-14.2% | $124,672-51.4% | $85,850-29.4% |
| Participation rate | 96.6% | 64.4%+32.1pp | 74.6%+21.9pp | 69.3%+27.2pp |
| Annual return | 13.67% | 20688.83%-20675.2pp | 5142.93%-5129.3pp | 318.53%-304.9pp |
| Employer contribution / active EE | $6,933 | $1,913+262.4% | $3,324+108.6% | $2,565+170.3% |
| Participant deferral / active EE | $6,295 | $2,969+112.0% | $4,614+36.4% | $3,952+59.3% |
| Admin fee / account holder | $3,594 | $5,282-32.0% | $7,493-52.0% | $6,260-42.6% |