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 | $111,768 | $150,440-25.7% | $136,294-18.0% | $147,584-24.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.96% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,388 | $5,256-16.5% | $4,695-6.5% | $4,876-10.0% |
| Participant deferral / active EE | $3,880 | $6,630-41.5% | $6,247-37.9% | $5,439-28.7% |
| Admin fee / account holder | $1,572 | $10,905-85.6% | $9,243-83.0% | $10,885-85.6% |