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 | $25,205 | $150,440-83.2% | $136,294-81.5% | $147,584-82.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.47% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,985 | $5,256-62.2% | $4,695-57.7% | $4,876-59.3% |
| Participant deferral / active EE | $4,669 | $6,630-29.6% | $6,247-25.3% | $5,439-14.2% |
| Admin fee / account holder | $1,936 | $10,905-82.2% | $9,243-79.1% | $10,885-82.2% |