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 | $122,897 | $150,440-18.3% | $136,294-9.8% | $147,584-16.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.30% | 1049.08%-1026.8pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,198 | $5,256-58.2% | $4,695-53.2% | $4,876-54.9% |
| Participant deferral / active EE | $6,304 | $6,630-4.9% | $6,247+0.9% | $5,439+15.9% |
| Admin fee / account holder | $783 | $10,905-92.8% | $9,243-91.5% | $10,885-92.8% |