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 | $110,866 | $150,440-26.3% | $136,294-18.7% | $147,584-24.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.39% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $5,745 | $5,256+9.3% | $4,695+22.4% | $4,876+17.8% |
| Participant deferral / active EE | $8,017 | $6,630+20.9% | $6,247+28.3% | $5,439+47.4% |
| Admin fee / account holder | $20,416 | $10,905+87.2% | $9,243+120.9% | $10,885+87.6% |