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 | $82,654 | $171,865-51.9% | $149,718-44.8% | $147,584-44.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 12.26% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $6,270 | $6,275-0.1% | $5,445+15.2% | $4,876+28.6% |
| Participant deferral / active EE | $10,258 | $7,271+41.1% | $6,569+56.2% | $5,439+88.6% |
| Admin fee / account holder | $3,962 | $13,799-71.3% | $11,283-64.9% | $10,885-63.6% |