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 | $109,986 | $150,440-26.9% | $136,294-19.3% | $147,584-25.5% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 15.96% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,639 | $5,256-11.7% | $4,695-1.2% | $4,876-4.9% |
| Participant deferral / active EE | $6,004 | $6,630-9.5% | $6,247-3.9% | $5,439+10.4% |
| Admin fee / account holder | $6,316 | $10,905-42.1% | $9,243-31.7% | $10,885-42.0% |