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 | $48,583 | $150,440-67.7% | $136,294-64.4% | $147,584-67.1% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 19.20% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $5,452 | $5,256+3.7% | $4,695+16.1% | $4,876+11.8% |
| Participant deferral / active EE | $4,153 | $6,630-37.4% | $6,247-33.5% | $5,439-23.6% |
| Admin fee / account holder | $466 | $10,905-95.7% | $9,243-95.0% | $10,885-95.7% |