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 | $90,752 | $171,865-47.2% | $149,718-39.4% | $147,584-38.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 20.50% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,436 | $6,275-45.2% | $5,445-36.9% | $4,876-29.5% |
| Participant deferral / active EE | $9,257 | $7,271+27.3% | $6,569+40.9% | $5,439+70.2% |
| Admin fee / account holder | $388 | $13,799-97.2% | $11,283-96.6% | $10,885-96.4% |