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 | $123,904 | $150,440-17.6% | $136,294-9.1% | $147,584-16.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.60% | 1049.08%-1025.5pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $8,430 | $5,256+60.4% | $4,695+79.5% | $4,876+72.9% |
| Participant deferral / active EE | $3,959 | $6,630-40.3% | $6,247-36.6% | $5,439-27.2% |
| Admin fee / account holder | $814 | $10,905-92.5% | $9,243-91.2% | $10,885-92.5% |