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 | $84,406 | $150,440-43.9% | $136,294-38.1% | $147,584-42.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.35% | 1049.08%-1015.7pp | 5155.94%-5122.6pp | 578.55%-545.2pp |
| Employer contribution / active EE | $1,996 | $5,256-62.0% | $4,695-57.5% | $4,876-59.1% |
| Participant deferral / active EE | $2,201 | $6,630-66.8% | $6,247-64.8% | $5,439-59.5% |
| Admin fee / account holder | $1,396 | $10,905-87.2% | $9,243-84.9% | $10,885-87.2% |