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 | $127,518 | $150,440-15.2% | $136,294-6.4% | $147,584-13.6% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 27.42% | 1049.08%-1021.7pp | 5155.94%-5128.5pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,360 | $5,256-55.1% | $4,695-49.7% | $4,876-51.6% |
| Participant deferral / active EE | $13,839 | $6,630+108.7% | $6,247+121.5% | $5,439+154.5% |
| Admin fee / account holder | $14,528 | $10,905+33.2% | $9,243+57.2% | $10,885+33.5% |