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 | $128,654 | $171,865-25.1% | $149,718-14.1% | $147,584-12.8% |
| Participation rate | 73.9% | 88.2%-14.3pp | 87.1%-13.2pp | 82.8%-8.9pp |
| Annual return | 15.58% | 2113.22%-2097.6pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,575 | $6,275-59.0% | $5,445-52.7% | $4,876-47.2% |
| Participant deferral / active EE | $6,868 | $7,271-5.5% | $6,569+4.6% | $5,439+26.3% |
| Admin fee / account holder | $335 | $13,799-97.6% | $11,283-97.0% | $10,885-96.9% |