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 | $71,600 | $150,440-52.4% | $136,294-47.5% | $147,584-51.5% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 21.62% | 1049.08%-1027.5pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,926 | $5,256-25.3% | $4,695-16.4% | $4,876-19.5% |
| Participant deferral / active EE | $4,274 | $6,630-35.5% | $6,247-31.6% | $5,439-21.4% |
| Admin fee / account holder | $496 | $10,905-95.5% | $9,243-94.6% | $10,885-95.4% |