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 | $43,508 | $150,440-71.1% | $136,294-68.1% | $147,584-70.5% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 14.07% | 1049.08%-1035.0pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,634 | $5,256-49.9% | $4,695-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $7,163 | $6,630+8.0% | $6,247+14.7% | $5,439+31.7% |
| Admin fee / account holder | $3,670 | $10,905-66.3% | $9,243-60.3% | $10,885-66.3% |