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 | $24,084 | $150,440-84.0% | $136,294-82.3% | $147,584-83.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 21.71% | 1049.08%-1027.4pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,625 | $5,256-50.1% | $4,695-44.1% | $4,876-46.2% |
| Participant deferral / active EE | $4,925 | $6,630-25.7% | $6,247-21.2% | $5,439-9.5% |
| Admin fee / account holder | $786 | $10,905-92.8% | $9,243-91.5% | $10,885-92.8% |