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 | $107,928 | $150,440-28.3% | $136,294-20.8% | $147,584-26.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.80% | 1049.08%-1026.3pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,466 | $5,256-53.1% | $4,695-47.5% | $4,876-49.4% |
| Participant deferral / active EE | $4,080 | $6,630-38.5% | $6,247-34.7% | $5,439-25.0% |
| Admin fee / account holder | $4,604 | $10,905-57.8% | $9,243-50.2% | $10,885-57.7% |