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 | $147,331 | $171,865-14.3% | $149,718-1.6% | $147,584-0.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.90% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $12,348 | $6,275+96.8% | $5,445+126.8% | $4,876+153.2% |
| Participant deferral / active EE | $19,720 | $7,271+171.2% | $6,569+200.2% | $5,439+262.6% |
| Admin fee / account holder | $26,073 | $13,799+88.9% | $11,283+131.1% | $10,885+139.5% |