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 | $148,450 | $150,440-1.3% | $136,294+8.9% | $147,584+0.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.46% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,500 | $5,256-33.4% | $4,695-25.5% | $4,876-28.2% |
| Participant deferral / active EE | $6,129 | $6,630-7.6% | $6,247-1.9% | $5,439+12.7% |
| Admin fee / account holder | $355 | $10,905-96.7% | $9,243-96.2% | $10,885-96.7% |