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 | $114,254 | $171,865-33.5% | $149,718-23.7% | $147,584-22.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.85% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $4,648 | $6,275-25.9% | $5,445-14.6% | $4,876-4.7% |
| Participant deferral / active EE | $9,262 | $7,271+27.4% | $6,569+41.0% | $5,439+70.3% |
| Admin fee / account holder | $1,600 | $13,799-88.4% | $11,283-85.8% | $10,885-85.3% |