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 | $56,519 | $150,440-62.4% | $136,294-58.5% | $147,584-61.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 19.80% | 1049.08%-1029.3pp | 5155.94%-5136.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $4,476 | $5,256-14.8% | $4,695-4.7% | $4,876-8.2% |
| Participant deferral / active EE | $6,532 | $6,630-1.5% | $6,247+4.6% | $5,439+20.1% |
| Admin fee / account holder | $3,065 | $10,905-71.9% | $9,243-66.8% | $10,885-71.8% |