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 | $136,752 | $150,440-9.1% | $136,294+0.3% | $147,584-7.3% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 14.69% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,706 | $5,256-67.5% | $4,695-63.7% | $4,876-65.0% |
| Participant deferral / active EE | $2,956 | $6,630-55.4% | $6,247-52.7% | $5,439-45.7% |
| Admin fee / account holder | $6,632 | $10,905-39.2% | $9,243-28.3% | $10,885-39.1% |