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 | $27,783 | $150,440-81.5% | $136,294-79.6% | $147,584-81.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 146.78% | 1049.08%-902.3pp | 5155.94%-5009.2pp | 578.55%-431.8pp |
| Employer contribution / active EE | $3,804 | $5,256-27.6% | $4,695-19.0% | $4,876-22.0% |
| Participant deferral / active EE | $4,951 | $6,630-25.3% | $6,247-20.7% | $5,439-9.0% |
| Admin fee / account holder | $602 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |