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 | $24,881 | $150,440-83.5% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.29% | 1049.08%-1023.8pp | 5155.94%-5130.6pp | 578.55%-553.3pp |
| Employer contribution / active EE | $5,136 | $5,256-2.3% | $4,695+9.4% | $4,876+5.3% |
| Participant deferral / active EE | $11,504 | $6,630+73.5% | $6,247+84.2% | $5,439+111.5% |
| Admin fee / account holder | $855 | $10,905-92.2% | $9,243-90.8% | $10,885-92.1% |