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 | $125,138 | $150,440-16.8% | $136,294-8.2% | $147,584-15.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 14.21% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,773 | $5,256-47.3% | $4,695-41.0% | $4,876-43.1% |
| Participant deferral / active EE | $6,473 | $6,630-2.4% | $6,247+3.6% | $5,439+19.0% |
| Admin fee / account holder | $18,729 | $10,905+71.7% | $9,243+102.6% | $10,885+72.1% |