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 | $55,014 | $171,865-68.0% | $149,718-63.3% | $147,584-62.7% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 41.13% | 2113.22%-2072.1pp | 1501.63%-1460.5pp | 578.55%-537.4pp |
| Employer contribution / active EE | $3,987 | $6,275-36.5% | $5,445-26.8% | $4,876-18.2% |
| Participant deferral / active EE | $5,609 | $7,271-22.9% | $6,569-14.6% | $5,439+3.1% |
| Admin fee / account holder | $2,488 | $13,799-82.0% | $11,283-77.9% | $10,885-77.1% |