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 | $127,083 | $150,440-15.5% | $136,294-6.8% | $147,584-13.9% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 36.90% | 1049.08%-1012.2pp | 5155.94%-5119.0pp | 578.55%-541.6pp |
| Employer contribution / active EE | $2,714 | $5,256-48.4% | $4,695-42.2% | $4,876-44.3% |
| Participant deferral / active EE | $8,927 | $6,630+34.6% | $6,247+42.9% | $5,439+64.1% |
| Admin fee / account holder | $2,872 | $10,905-73.7% | $9,243-68.9% | $10,885-73.6% |