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 | $128,469 | $150,440-14.6% | $136,294-5.7% | $147,584-13.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.69% | 1049.08%-1030.4pp | 5155.94%-5137.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,463 | $5,256-72.2% | $4,695-68.9% | $4,876-70.0% |
| Participant deferral / active EE | $4,842 | $6,630-27.0% | $6,247-22.5% | $5,439-11.0% |
| Admin fee / account holder | $2,173 | $10,905-80.1% | $9,243-76.5% | $10,885-80.0% |