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 | $57,444 | $70,587-18.6% | $124,672-53.9% | $85,850-33.1% |
| Participation rate | 71.4% | 64.4%+7.0pp | 74.6%-3.2pp | 69.3%+2.1pp |
| Annual return | 11.60% | 20688.83%-20677.2pp | 5142.93%-5131.3pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,735 | $1,913-9.4% | $3,324-47.8% | $2,565-32.4% |
| Participant deferral / active EE | $5,106 | $2,969+72.0% | $4,614+10.6% | $3,952+29.2% |
| Admin fee / account holder | $5,026 | $5,282-4.9% | $7,493-32.9% | $6,260-19.7% |