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 | $114,635 | $150,440-23.8% | $136,294-15.9% | $147,584-22.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.51% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,038 | $5,256-42.2% | $4,695-35.3% | $4,876-37.7% |
| Participant deferral / active EE | $7,016 | $6,630+5.8% | $6,247+12.3% | $5,439+29.0% |
| Admin fee / account holder | $3,045 | $10,905-72.1% | $9,243-67.1% | $10,885-72.0% |