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 | $129,503 | $150,440-13.9% | $136,294-5.0% | $147,584-12.3% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 21.97% | 1049.08%-1027.1pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,799 | $5,256-65.8% | $4,695-61.7% | $4,876-63.1% |
| Participant deferral / active EE | $8,087 | $6,630+22.0% | $6,247+29.4% | $5,439+48.7% |
| Admin fee / account holder | $3,991 | $10,905-63.4% | $9,243-56.8% | $10,885-63.3% |