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 | $27,394 | $150,440-81.8% | $136,294-79.9% | $147,584-81.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.45% | 1049.08%-1025.6pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $4,627 | $5,256-12.0% | $4,695-1.5% | $4,876-5.1% |
| Participant deferral / active EE | $2,187 | $6,630-67.0% | $6,247-65.0% | $5,439-59.8% |
| Admin fee / account holder | $5,231 | $10,905-52.0% | $9,243-43.4% | $10,885-51.9% |