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 | $107,430 | $150,440-28.6% | $136,294-21.2% | $147,584-27.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.69% | 1049.08%-1030.4pp | 5155.94%-5137.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $7,934 | $5,256+50.9% | $4,695+69.0% | $4,876+62.7% |
| Participant deferral / active EE | $6,915 | $6,630+4.3% | $6,247+10.7% | $5,439+27.1% |
| Admin fee / account holder | $14,807 | $10,905+35.8% | $9,243+60.2% | $10,885+36.0% |