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 | $127,635 | $150,440-15.2% | $136,294-6.4% | $147,584-13.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.69% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,384 | $5,256-16.6% | $4,695-6.6% | $4,876-10.1% |
| Participant deferral / active EE | $8,799 | $6,630+32.7% | $6,247+40.9% | $5,439+61.8% |
| Admin fee / account holder | $1,584 | $10,905-85.5% | $9,243-82.9% | $10,885-85.4% |