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 | $42,755 | $150,440-71.6% | $136,294-68.6% | $147,584-71.0% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 26.67% | 1049.08%-1022.4pp | 5155.94%-5129.3pp | 578.55%-551.9pp |
| Employer contribution / active EE | $4,732 | $5,256-10.0% | $4,695+0.8% | $4,876-3.0% |
| Participant deferral / active EE | $8,845 | $6,630+33.4% | $6,247+41.6% | $5,439+62.6% |
| Admin fee / account holder | $8,000 | $10,905-26.6% | $9,243-13.4% | $10,885-26.5% |