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 | $29,481 | $150,440-80.4% | $136,294-78.4% | $147,584-80.0% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 29.15% | 1049.08%-1019.9pp | 5155.94%-5126.8pp | 578.55%-549.4pp |
| Employer contribution / active EE | $11,409 | $5,256+117.1% | $4,695+143.0% | $4,876+134.0% |
| Participant deferral / active EE | $11,927 | $6,630+79.9% | $6,247+90.9% | $5,439+119.3% |
| Admin fee / account holder | $1,770 | $10,905-83.8% | $9,243-80.9% | $10,885-83.7% |