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 | $99,841 | $171,865-41.9% | $149,718-33.3% | $147,584-32.3% |
| Participation rate | 70.6% | 88.2%-17.6pp | 87.1%-16.5pp | 82.8%-12.2pp |
| Annual return | 21.68% | 2113.22%-2091.5pp | 1501.63%-1480.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,016 | $6,275-67.9% | $5,445-63.0% | $4,876-58.7% |
| Participant deferral / active EE | $2,663 | $7,271-63.4% | $6,569-59.5% | $5,439-51.0% |
| Admin fee / account holder | $14,108 | $13,799+2.2% | $11,283+25.0% | $10,885+29.6% |