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 | $143,326 | $150,440-4.7% | $136,294+5.2% | $147,584-2.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.42% | 1049.08%-1023.7pp | 5155.94%-5130.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,489 | $5,256-52.6% | $4,695-47.0% | $4,876-49.0% |
| Participant deferral / active EE | $4,405 | $6,630-33.6% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $1,642 | $10,905-84.9% | $9,243-82.2% | $10,885-84.9% |