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 | $103,016 | $150,440-31.5% | $136,294-24.4% | $147,584-30.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.82% | 1049.08%-1034.3pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,907 | $5,256-25.7% | $4,695-16.8% | $4,876-19.9% |
| Participant deferral / active EE | $5,983 | $6,630-9.8% | $6,247-4.2% | $5,439+10.0% |
| Admin fee / account holder | $341 | $10,905-96.9% | $9,243-96.3% | $10,885-96.9% |