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 | $68,848 | $150,440-54.2% | $136,294-49.5% | $147,584-53.3% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 24.85% | 1049.08%-1024.2pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $987 | $5,256-81.2% | $4,695-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $3,702 | $6,630-44.2% | $6,247-40.7% | $5,439-31.9% |
| Admin fee / account holder | $7,958 | $10,905-27.0% | $9,243-13.9% | $10,885-26.9% |