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 | $125,560 | $171,865-26.9% | $149,718-16.1% | $147,584-14.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.03% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,986 | $6,275-36.5% | $5,445-26.8% | $4,876-18.3% |
| Participant deferral / active EE | $9,899 | $7,271+36.1% | $6,569+50.7% | $5,439+82.0% |
| Admin fee / account holder | $1,037 | $13,799-92.5% | $11,283-90.8% | $10,885-90.5% |