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 | $163,601 | $171,865-4.8% | $149,718+9.3% | $147,584+10.9% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 23.31% | 2113.22%-2089.9pp | 1501.63%-1478.3pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,047 | $6,275-51.4% | $5,445-44.0% | $4,876-37.5% |
| Participant deferral / active EE | $6,786 | $7,271-6.7% | $6,569+3.3% | $5,439+24.8% |
| Admin fee / account holder | $12,721 | $13,799-7.8% | $11,283+12.7% | $10,885+16.9% |