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 | $222,739 | $171,865+29.6% | $149,718+48.8% | $147,584+50.9% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 13.32% | 2113.22%-2099.9pp | 1501.63%-1488.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,198 | $6,275-65.0% | $5,445-59.6% | $4,876-54.9% |
| Participant deferral / active EE | $5,116 | $7,271-29.6% | $6,569-22.1% | $5,439-5.9% |
| Admin fee / account holder | $1,662 | $13,799-88.0% | $11,283-85.3% | $10,885-84.7% |