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 5-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 | $109,923 | $150,440-26.9% | $136,294-19.3% | $147,584-25.5% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 11.47% | 1049.08%-1037.6pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,983 | $5,256-24.2% | $4,695-15.2% | $4,876-18.3% |
| Participant deferral / active EE | $8,984 | $6,630+35.5% | $6,247+43.8% | $5,439+65.2% |
| Admin fee / account holder | $5,165 | $10,905-52.6% | $9,243-44.1% | $10,885-52.5% |