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 | $161,809 | $171,865-5.9% | $149,718+8.1% | $147,584+9.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.30% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $8,922 | $6,275+42.2% | $5,445+63.9% | $4,876+83.0% |
| Participant deferral / active EE | $6,010 | $7,271-17.3% | $6,569-8.5% | $5,439+10.5% |
| Admin fee / account holder | $5,561 | $13,799-59.7% | $11,283-50.7% | $10,885-48.9% |