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 | $40,528 | $150,440-73.1% | $136,294-70.3% | $147,584-72.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.03% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $6,616 | $5,256+25.9% | $4,695+40.9% | $4,876+35.7% |
| Participant deferral / active EE | $9,698 | $6,630+46.3% | $6,247+55.2% | $5,439+78.3% |
| Admin fee / account holder | $2,857 | $10,905-73.8% | $9,243-69.1% | $10,885-73.8% |