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 | $56,912 | $150,440-62.2% | $136,294-58.2% | $147,584-61.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.25% | 1049.08%-1037.8pp | 5155.94%-5144.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $9,970 | $5,256+89.7% | $4,695+112.3% | $4,876+104.5% |
| Participant deferral / active EE | $5,027 | $6,630-24.2% | $6,247-19.5% | $5,439-7.6% |
| Admin fee / account holder | $596 | $10,905-94.5% | $9,243-93.6% | $10,885-94.5% |