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 | $136,376 | $150,440-9.3% | $136,294+0.1% | $147,584-7.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.42% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,628 | $5,256-50.0% | $4,695-44.0% | $4,876-46.1% |
| Participant deferral / active EE | $8,559 | $6,630+29.1% | $6,247+37.0% | $5,439+57.4% |
| Admin fee / account holder | $1,149 | $10,905-89.5% | $9,243-87.6% | $10,885-89.4% |