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 | $37,471 | $150,440-75.1% | $136,294-72.5% | $147,584-74.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 21.59% | 1049.08%-1027.5pp | 5155.94%-5134.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,927 | $5,256-63.3% | $4,695-59.0% | $4,876-60.5% |
| Participant deferral / active EE | $10,581 | $6,630+59.6% | $6,247+69.4% | $5,439+94.5% |
| Admin fee / account holder | $7,235 | $10,905-33.7% | $9,243-21.7% | $10,885-33.5% |