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 | $144,892 | $150,440-3.7% | $136,294+6.3% | $147,584-1.8% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 14.90% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,954 | $5,256-62.8% | $4,695-58.4% | $4,876-59.9% |
| Participant deferral / active EE | $6,606 | $6,630-0.4% | $6,247+5.7% | $5,439+21.5% |
| Admin fee / account holder | $20,787 | $10,905+90.6% | $9,243+124.9% | $10,885+91.0% |