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 | $145,555 | $150,440-3.2% | $136,294+6.8% | $147,584-1.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.46% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,436 | $5,256-72.7% | $4,695-69.4% | $4,876-70.6% |
| Participant deferral / active EE | $9,368 | $6,630+41.3% | $6,247+50.0% | $5,439+72.3% |
| Admin fee / account holder | $746 | $10,905-93.2% | $9,243-91.9% | $10,885-93.1% |