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 | $83,585 | $150,440-44.4% | $136,294-38.7% | $147,584-43.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 10.80% | 1049.08%-1038.3pp | 5155.94%-5145.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,920 | $5,256-25.4% | $4,695-16.5% | $4,876-19.6% |
| Participant deferral / active EE | $11,886 | $6,630+79.3% | $6,247+90.3% | $5,439+118.5% |
| Admin fee / account holder | $29,667 | $10,905+172.0% | $9,243+221.0% | $10,885+172.5% |