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 | $68,240 | $150,440-54.6% | $136,294-49.9% | $147,584-53.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.33% | 1049.08%-1033.8pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,220 | $5,256-0.7% | $4,695+11.2% | $4,876+7.0% |
| Participant deferral / active EE | $6,484 | $6,630-2.2% | $6,247+3.8% | $5,439+19.2% |
| Admin fee / account holder | $313 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |