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 | $43,365 | $150,440-71.2% | $136,294-68.2% | $147,584-70.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 100.60% | 1049.08%-948.5pp | 5155.94%-5055.3pp | 578.55%-477.9pp |
| Employer contribution / active EE | $1,063 | $5,256-79.8% | $4,695-77.4% | $4,876-78.2% |
| Participant deferral / active EE | $3,263 | $6,630-50.8% | $6,247-47.8% | $5,439-40.0% |
| Admin fee / account holder | $6,004 | $10,905-44.9% | $9,243-35.0% | $10,885-44.8% |