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 | $124,525 | $150,440-17.2% | $136,294-8.6% | $147,584-15.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 16.91% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,238 | $5,256-76.5% | $4,695-73.6% | $4,876-74.6% |
| Participant deferral / active EE | $6,023 | $6,630-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $1,302 | $10,905-88.1% | $9,243-85.9% | $10,885-88.0% |