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 | $104,093 | $150,440-30.8% | $136,294-23.6% | $147,584-29.5% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 20.40% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $4,161 | $5,256-20.8% | $4,695-11.4% | $4,876-14.7% |
| Participant deferral / active EE | $8,581 | $6,630+29.4% | $6,247+37.4% | $5,439+57.8% |
| Admin fee / account holder | $7,005 | $10,905-35.8% | $9,243-24.2% | $10,885-35.6% |