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 | $37,749 | $150,440-74.9% | $136,294-72.3% | $147,584-74.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.90% | 1049.08%-1025.2pp | 5155.94%-5132.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,813 | $5,256-46.5% | $4,695-40.1% | $4,876-42.3% |
| Participant deferral / active EE | $5,072 | $6,630-23.5% | $6,247-18.8% | $5,439-6.7% |
| Admin fee / account holder | $2,924 | $10,905-73.2% | $9,243-68.4% | $10,885-73.1% |