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 | $96,438 | $150,440-35.9% | $136,294-29.2% | $147,584-34.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.42% | 1049.08%-1026.7pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $5,286 | $5,256+0.6% | $4,695+12.6% | $4,876+8.4% |
| Participant deferral / active EE | $3,980 | $6,630-40.0% | $6,247-36.3% | $5,439-26.8% |
| Admin fee / account holder | $1,229 | $10,905-88.7% | $9,243-86.7% | $10,885-88.7% |