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 | $100,669 | $150,440-33.1% | $136,294-26.1% | $147,584-31.8% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 17.44% | 1049.08%-1031.6pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $7,356 | $5,256+40.0% | $4,695+56.7% | $4,876+50.9% |
| Participant deferral / active EE | $12,328 | $6,630+85.9% | $6,247+97.3% | $5,439+126.7% |
| Admin fee / account holder | $1,661 | $10,905-84.8% | $9,243-82.0% | $10,885-84.7% |