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 | $150,299 | $171,865-12.5% | $149,718+0.4% | $147,584+1.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.64% | 2113.22%-2101.6pp | 1501.63%-1490.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $5,000 | $6,275-20.3% | $5,445-8.2% | $4,876+2.5% |
| Participant deferral / active EE | $3,642 | $7,271-49.9% | $6,569-44.6% | $5,439-33.0% |
| Admin fee / account holder | $1,566 | $13,799-88.7% | $11,283-86.1% | $10,885-85.6% |