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 | $79,265 | $150,440-47.3% | $136,294-41.8% | $147,584-46.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 10.69% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $2,939 | $5,256-44.1% | $4,695-37.4% | $4,876-39.7% |
| Participant deferral / active EE | $4,468 | $6,630-32.6% | $6,247-28.5% | $5,439-17.8% |
| Admin fee / account holder | $4,418 | $10,905-59.5% | $9,243-52.2% | $10,885-59.4% |