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 | $84,482 | $150,440-43.8% | $136,294-38.0% | $147,584-42.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.49% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,331 | $5,256-55.6% | $4,695-50.3% | $4,876-52.2% |
| Participant deferral / active EE | $10,954 | $6,630+65.2% | $6,247+75.3% | $5,439+101.4% |
| Admin fee / account holder | $387 | $10,905-96.4% | $9,243-95.8% | $10,885-96.4% |