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 | $72,980 | $150,440-51.5% | $136,294-46.5% | $147,584-50.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 19.80% | 1049.08%-1029.3pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,043 | $5,256-42.1% | $4,695-35.2% | $4,876-37.6% |
| Participant deferral / active EE | $6,375 | $6,630-3.9% | $6,247+2.0% | $5,439+17.2% |
| Admin fee / account holder | $2,532 | $10,905-76.8% | $9,243-72.6% | $10,885-76.7% |