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 | $47,502 | $150,440-68.4% | $136,294-65.1% | $147,584-67.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.89% | 1049.08%-1036.2pp | 5155.94%-5143.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $3,261 | $5,256-38.0% | $4,695-30.6% | $4,876-33.1% |
| Participant deferral / active EE | $6,288 | $6,630-5.2% | $6,247+0.7% | $5,439+15.6% |
| Admin fee / account holder | $3,148 | $10,905-71.1% | $9,243-65.9% | $10,885-71.1% |