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 | $65,517 | $150,440-56.5% | $136,294-51.9% | $147,584-55.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.81% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,700 | $5,256-29.6% | $4,695-21.2% | $4,876-24.1% |
| Participant deferral / active EE | $6,327 | $6,630-4.6% | $6,247+1.3% | $5,439+16.3% |
| Admin fee / account holder | $321 | $10,905-97.1% | $9,243-96.5% | $10,885-97.0% |