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 | $35,433 | $150,440-76.4% | $136,294-74.0% | $147,584-76.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 25.79% | 1049.08%-1023.3pp | 5155.94%-5130.1pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,482 | $5,256-52.8% | $4,695-47.1% | $4,876-49.1% |
| Participant deferral / active EE | $6,764 | $6,630+2.0% | $6,247+8.3% | $5,439+24.4% |
| Admin fee / account holder | $564 | $10,905-94.8% | $9,243-93.9% | $10,885-94.8% |