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 | $75,248 | $150,440-50.0% | $136,294-44.8% | $147,584-49.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.38% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,380 | $5,256-54.7% | $4,695-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $3,826 | $6,630-42.3% | $6,247-38.8% | $5,439-29.7% |
| Admin fee / account holder | $3,497 | $10,905-67.9% | $9,243-62.2% | $10,885-67.9% |