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 | $57,285 | $150,440-61.9% | $136,294-58.0% | $147,584-61.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.91% | 1049.08%-1026.2pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $5,471 | $5,256+4.1% | $4,695+16.5% | $4,876+12.2% |
| Participant deferral / active EE | $7,307 | $6,630+10.2% | $6,247+17.0% | $5,439+34.3% |
| Admin fee / account holder | $4,967 | $10,905-54.5% | $9,243-46.3% | $10,885-54.4% |