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 | $115,974 | $150,440-22.9% | $136,294-14.9% | $147,584-21.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.45% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,472 | $5,256-33.9% | $4,695-26.1% | $4,876-28.8% |
| Participant deferral / active EE | $12,395 | $6,630+86.9% | $6,247+98.4% | $5,439+127.9% |
| Admin fee / account holder | $832 | $10,905-92.4% | $9,243-91.0% | $10,885-92.4% |