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 | $63,070 | $150,440-58.1% | $136,294-53.7% | $147,584-57.3% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 10.73% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,235 | $5,256-57.5% | $4,695-52.4% | $4,876-54.2% |
| Participant deferral / active EE | $7,138 | $6,630+7.7% | $6,247+14.3% | $5,439+31.2% |
| Admin fee / account holder | $8,646 | $10,905-20.7% | $9,243-6.5% | $10,885-20.6% |