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 | $122,823 | $150,440-18.4% | $136,294-9.9% | $147,584-16.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.36% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $18,916 | $5,256+259.9% | $4,695+302.9% | $4,876+287.9% |
| Participant deferral / active EE | $13,272 | $6,630+100.2% | $6,247+112.4% | $5,439+144.0% |
| Admin fee / account holder | $1,785 | $10,905-83.6% | $9,243-80.7% | $10,885-83.6% |