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 | $131,794 | $150,440-12.4% | $136,294-3.3% | $147,584-10.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.38% | 1049.08%-1026.7pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,928 | $5,256-44.3% | $4,695-37.7% | $4,876-40.0% |
| Participant deferral / active EE | $7,777 | $6,630+17.3% | $6,247+24.5% | $5,439+43.0% |
| Admin fee / account holder | $1,887 | $10,905-82.7% | $9,243-79.6% | $10,885-82.7% |