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 | $124,970 | $171,865-27.3% | $149,718-16.5% | $147,584-15.3% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 22.37% | 2113.22%-2090.9pp | 1501.63%-1479.3pp | 578.55%-556.2pp |
| Employer contribution / active EE | $5,467 | $6,275-12.9% | $5,445+0.4% | $4,876+12.1% |
| Participant deferral / active EE | $7,842 | $7,271+7.9% | $6,569+19.4% | $5,439+44.2% |
| Admin fee / account holder | $599 | $13,799-95.7% | $11,283-94.7% | $10,885-94.5% |