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 | $74,508 | $150,440-50.5% | $136,294-45.3% | $147,584-49.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 22.89% | 1049.08%-1026.2pp | 5155.94%-5133.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $4,560 | $5,256-13.2% | $4,695-2.9% | $4,876-6.5% |
| Participant deferral / active EE | $11,344 | $6,630+71.1% | $6,247+81.6% | $5,439+108.6% |
| Admin fee / account holder | $433 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |