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 | $131,741 | $150,440-12.4% | $136,294-3.3% | $147,584-10.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.20% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,476 | $5,256-33.9% | $4,695-26.0% | $4,876-28.7% |
| Participant deferral / active EE | $5,257 | $6,630-20.7% | $6,247-15.8% | $5,439-3.3% |
| Admin fee / account holder | $26,816 | $10,905+145.9% | $9,243+190.1% | $10,885+146.3% |