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 | $44,007 | $150,440-70.7% | $136,294-67.7% | $147,584-70.2% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 22.29% | 1049.08%-1026.8pp | 5155.94%-5133.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,238 | $5,256-38.4% | $4,695-31.0% | $4,876-33.6% |
| Participant deferral / active EE | $7,237 | $6,630+9.1% | $6,247+15.8% | $5,439+33.1% |
| Admin fee / account holder | $1,641 | $10,905-85.0% | $9,243-82.3% | $10,885-84.9% |