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 | $106,865 | $150,440-29.0% | $136,294-21.6% | $147,584-27.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 26.15% | 1049.08%-1022.9pp | 5155.94%-5129.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $4,658 | $5,256-11.4% | $4,695-0.8% | $4,876-4.5% |
| Participant deferral / active EE | $6,665 | $6,630+0.5% | $6,247+6.7% | $5,439+22.5% |
| Admin fee / account holder | $3,231 | $10,905-70.4% | $9,243-65.0% | $10,885-70.3% |