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 | $152,093 | $150,440+1.1% | $136,294+11.6% | $147,584+3.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.20% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,323 | $5,256-36.8% | $4,695-29.2% | $4,876-31.8% |
| Participant deferral / active EE | $15,574 | $6,630+134.9% | $6,247+149.3% | $5,439+186.3% |
| Admin fee / account holder | $13,493 | $10,905+23.7% | $9,243+46.0% | $10,885+24.0% |