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 | $125,061 | $150,440-16.9% | $136,294-8.2% | $147,584-15.3% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 16.83% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $5,049 | $5,256-3.9% | $4,695+7.5% | $4,876+3.5% |
| Participant deferral / active EE | $11,288 | $6,630+70.2% | $6,247+80.7% | $5,439+107.6% |
| Admin fee / account holder | $16,712 | $10,905+53.2% | $9,243+80.8% | $10,885+53.5% |