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 | $139,834 | $150,440-7.0% | $136,294+2.6% | $147,584-5.3% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 18.60% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,693 | $5,256-67.8% | $4,695-63.9% | $4,876-65.3% |
| Participant deferral / active EE | $3,854 | $6,630-41.9% | $6,247-38.3% | $5,439-29.1% |
| Admin fee / account holder | $1,953 | $10,905-82.1% | $9,243-78.9% | $10,885-82.1% |