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 | $95,458 | $171,865-44.5% | $149,718-36.2% | $147,584-35.3% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 18.57% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,122 | $6,275-66.2% | $5,445-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $5,319 | $7,271-26.8% | $6,569-19.0% | $5,439-2.2% |
| Admin fee / account holder | $447 | $13,799-96.8% | $11,283-96.0% | $10,885-95.9% |