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 5-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 | $223,471 | $171,865+30.0% | $149,718+49.3% | $147,584+51.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.03% | 2113.22%-2090.2pp | 1501.63%-1478.6pp | 578.55%-555.5pp |
| Employer contribution / active EE | $4,316 | $6,275-31.2% | $5,445-20.7% | $4,876-11.5% |
| Participant deferral / active EE | $18,227 | $7,271+150.7% | $6,569+177.5% | $5,439+235.1% |
| Admin fee / account holder | $37,157 | $13,799+169.3% | $11,283+229.3% | $10,885+241.3% |