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 | $146,849 | $150,440-2.4% | $136,294+7.7% | $147,584-0.5% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 16.34% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,543 | $5,256-51.6% | $4,695-45.8% | $4,876-47.8% |
| Participant deferral / active EE | $8,603 | $6,630+29.8% | $6,247+37.7% | $5,439+58.2% |
| Admin fee / account holder | $2,283 | $10,905-79.1% | $9,243-75.3% | $10,885-79.0% |