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 | $111,751 | $150,440-25.7% | $136,294-18.0% | $147,584-24.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.69% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,578 | $5,256-31.9% | $4,695-23.8% | $4,876-26.6% |
| Participant deferral / active EE | $16,614 | $6,630+150.6% | $6,247+166.0% | $5,439+205.5% |
| Admin fee / account holder | $5,437 | $10,905-50.1% | $9,243-41.2% | $10,885-50.1% |