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 | $88,614 | $171,865-48.4% | $149,718-40.8% | $147,584-40.0% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 22.61% | 2113.22%-2090.6pp | 1501.63%-1479.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $4,161 | $6,275-33.7% | $5,445-23.6% | $4,876-14.7% |
| Participant deferral / active EE | $8,473 | $7,271+16.5% | $6,569+29.0% | $5,439+55.8% |
| Admin fee / account holder | $1,386 | $13,799-90.0% | $11,283-87.7% | $10,885-87.3% |