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 | $133,942 | $150,440-11.0% | $136,294-1.7% | $147,584-9.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 28.24% | 1049.08%-1020.8pp | 5155.94%-5127.7pp | 578.55%-550.3pp |
| Employer contribution / active EE | $2,407 | $5,256-54.2% | $4,695-48.7% | $4,876-50.6% |
| Participant deferral / active EE | $5,721 | $6,630-13.7% | $6,247-8.4% | $5,439+5.2% |
| Admin fee / account holder | $10,282 | $10,905-5.7% | $9,243+11.2% | $10,885-5.5% |