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 | $90,769 | $150,440-39.7% | $136,294-33.4% | $147,584-38.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.16% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $15,855 | $5,256+201.7% | $4,695+237.7% | $4,876+225.1% |
| Participant deferral / active EE | $7,991 | $6,630+20.5% | $6,247+27.9% | $5,439+46.9% |
| Admin fee / account holder | $21,247 | $10,905+94.8% | $9,243+129.9% | $10,885+95.2% |