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 | $88,705 | $150,440-41.0% | $136,294-34.9% | $147,584-39.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.62% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,183 | $5,256-58.5% | $4,695-53.5% | $4,876-55.2% |
| Participant deferral / active EE | $4,640 | $6,630-30.0% | $6,247-25.7% | $5,439-14.7% |
| Admin fee / account holder | $872 | $10,905-92.0% | $9,243-90.6% | $10,885-92.0% |