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 | $138,168 | $171,865-19.6% | $149,718-7.7% | $147,584-6.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.79% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,783 | $6,275-71.6% | $5,445-67.3% | $4,876-63.4% |
| Participant deferral / active EE | $6,996 | $7,271-3.8% | $6,569+6.5% | $5,439+28.6% |
| Admin fee / account holder | $405 | $13,799-97.1% | $11,283-96.4% | $10,885-96.3% |