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 | $53,148 | $85,766-38.0% | $136,294-61.0% | $70,131-24.2% |
| Participation rate | 86.8% | 74.2%+12.6pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 151.33% | 31.45%+119.9pp | 5155.94%-5004.6pp | 73.14%+78.2pp |
| Employer contribution / active EE | $1,532 | $2,966-48.4% | $4,695-67.4% | $2,342-34.6% |
| Participant deferral / active EE | $3,944 | $5,051-21.9% | $6,247-36.9% | $3,332+18.4% |
| Admin fee / account holder | $974 | $5,420-82.0% | $9,243-89.5% | $4,645-79.0% |