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 | $48,523 | $150,440-67.7% | $136,294-64.4% | $147,584-67.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 21.75% | 1049.08%-1027.3pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,701 | $5,256-48.6% | $4,695-42.5% | $4,876-44.6% |
| Participant deferral / active EE | $7,129 | $6,630+7.5% | $6,247+14.1% | $5,439+31.1% |
| Admin fee / account holder | $3,527 | $10,905-67.7% | $9,243-61.8% | $10,885-67.6% |