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 | $104,353 | $150,440-30.6% | $136,294-23.4% | $147,584-29.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.49% | 1049.08%-1037.6pp | 5155.94%-5144.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $10,291 | $5,256+95.8% | $4,695+119.2% | $4,876+111.0% |
| Participant deferral / active EE | $6,607 | $6,630-0.4% | $6,247+5.8% | $5,439+21.5% |
| Admin fee / account holder | $785 | $10,905-92.8% | $9,243-91.5% | $10,885-92.8% |