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 | $29,182 | $150,440-80.6% | $136,294-78.6% | $147,584-80.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.45% | 1049.08%-1022.6pp | 5155.94%-5129.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $3,303 | $5,256-37.2% | $4,695-29.7% | $4,876-32.3% |
| Participant deferral / active EE | $6,001 | $6,630-9.5% | $6,247-3.9% | $5,439+10.3% |
| Admin fee / account holder | $2,754 | $10,905-74.7% | $9,243-70.2% | $10,885-74.7% |