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 | $127,017 | $171,865-26.1% | $149,718-15.2% | $147,584-13.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.47% | 2113.22%-2093.7pp | 1501.63%-1482.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $11,568 | $6,275+84.3% | $5,445+112.5% | $4,876+137.2% |
| Participant deferral / active EE | $8,760 | $7,271+20.5% | $6,569+33.4% | $5,439+61.1% |
| Admin fee / account holder | $3,086 | $13,799-77.6% | $11,283-72.6% | $10,885-71.6% |