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 | $56,038 | $150,440-62.8% | $136,294-58.9% | $147,584-62.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.42% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,353 | $5,256-36.2% | $4,695-28.6% | $4,876-31.2% |
| Participant deferral / active EE | $4,483 | $6,630-32.4% | $6,247-28.2% | $5,439-17.6% |
| Admin fee / account holder | $939 | $10,905-91.4% | $9,243-89.8% | $10,885-91.4% |