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 | $50,545 | $138,044-63.4% | $125,339-59.7% | $134,475-62.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.25% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $4,581 | $5,243-12.6% | $4,814-4.8% | $4,740-3.4% |
| Participant deferral / active EE | $15,110 | $7,799+93.8% | $7,446+102.9% | $6,400+136.1% |
| Admin fee / account holder | $1,023 | $11,571-91.2% | $10,010-89.8% | $11,426-91.0% |