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 | $99,294 | $150,440-34.0% | $136,294-27.1% | $147,584-32.7% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.75% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,587 | $5,256-50.8% | $4,695-44.9% | $4,876-46.9% |
| Participant deferral / active EE | $4,722 | $6,630-28.8% | $6,247-24.4% | $5,439-13.2% |
| Admin fee / account holder | $1,847 | $10,905-83.1% | $9,243-80.0% | $10,885-83.0% |