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 | $136,148 | $150,440-9.5% | $136,294-0.1% | $147,584-7.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.14% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,921 | $5,256-6.4% | $4,695+4.8% | $4,876+0.9% |
| Participant deferral / active EE | $9,743 | $6,630+46.9% | $6,247+56.0% | $5,439+79.1% |
| Admin fee / account holder | $19,734 | $10,905+81.0% | $9,243+113.5% | $10,885+81.3% |