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 | $170,861 | $150,440+13.6% | $136,294+25.4% | $147,584+15.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 30.45% | 1049.08%-1018.6pp | 5155.94%-5125.5pp | 578.55%-548.1pp |
| Employer contribution / active EE | $1,607 | $5,256-69.4% | $4,695-65.8% | $4,876-67.0% |
| Participant deferral / active EE | $8,038 | $6,630+21.2% | $6,247+28.7% | $5,439+47.8% |
| Admin fee / account holder | $5,414 | $10,905-50.4% | $9,243-41.4% | $10,885-50.3% |