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 | $153,778 | $150,440+2.2% | $136,294+12.8% | $147,584+4.2% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 15.06% | 1049.08%-1034.0pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,288 | $5,256-37.5% | $4,695-30.0% | $4,876-32.6% |
| Participant deferral / active EE | $12,622 | $6,630+90.4% | $6,247+102.1% | $5,439+132.1% |
| Admin fee / account holder | $5,452 | $10,905-50.0% | $9,243-41.0% | $10,885-49.9% |