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 | $128,757 | $150,440-14.4% | $136,294-5.5% | $147,584-12.8% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 16.26% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,005 | $5,256-61.9% | $4,695-57.3% | $4,876-58.9% |
| Participant deferral / active EE | $7,811 | $6,630+17.8% | $6,247+25.0% | $5,439+43.6% |
| Admin fee / account holder | $1,109 | $10,905-89.8% | $9,243-88.0% | $10,885-89.8% |