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 5-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 | $43,096 | $150,440-71.4% | $136,294-68.4% | $147,584-70.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.09% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,024 | $5,256-42.5% | $4,695-35.6% | $4,876-38.0% |
| Participant deferral / active EE | $7,979 | $6,630+20.3% | $6,247+27.7% | $5,439+46.7% |
| Admin fee / account holder | $10,357 | $10,905-5.0% | $9,243+12.0% | $10,885-4.9% |