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 | $28,589 | $150,440-81.0% | $136,294-79.0% | $147,584-80.6% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 14.29% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $17,331 | $5,256+229.7% | $4,695+269.1% | $4,876+255.4% |
| Participant deferral / active EE | $3,255 | $6,630-50.9% | $6,247-47.9% | $5,439-40.2% |
| Admin fee / account holder | $11,871 | $10,905+8.9% | $9,243+28.4% | $10,885+9.1% |