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 | $71,546 | $150,440-52.4% | $136,294-47.5% | $147,584-51.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.28% | 1049.08%-1026.8pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,475 | $5,256-33.9% | $4,695-26.0% | $4,876-28.7% |
| Participant deferral / active EE | $8,199 | $6,630+23.7% | $6,247+31.2% | $5,439+50.8% |
| Admin fee / account holder | $323 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |