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 | $148,825 | $171,865-13.4% | $149,718-0.6% | $147,584+0.8% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 18.08% | 2113.22%-2095.1pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,056 | $7,271+79.6% | $6,569+98.7% | $5,439+140.0% |
| Admin fee / account holder | $11,694 | $13,799-15.3% | $11,283+3.6% | $10,885+7.4% |