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 9-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 | $74,169 | $150,440-50.7% | $136,294-45.6% | $147,584-49.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.98% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,375 | $5,256-35.8% | $4,695-28.1% | $4,876-30.8% |
| Participant deferral / active EE | $4,902 | $6,630-26.1% | $6,247-21.5% | $5,439-9.9% |
| Admin fee / account holder | $3,474 | $10,905-68.1% | $9,243-62.4% | $10,885-68.1% |