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 | $140,281 | $150,440-6.8% | $136,294+2.9% | $147,584-4.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.09% | 1049.08%-1033.0pp | 5155.94%-5139.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,716 | $5,256-29.3% | $4,695-20.9% | $4,876-23.8% |
| Participant deferral / active EE | $6,481 | $6,630-2.3% | $6,247+3.7% | $5,439+19.2% |
| Admin fee / account holder | $2,100 | $10,905-80.7% | $9,243-77.3% | $10,885-80.7% |