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 | $94,185 | $202,318-53.4% | $172,739-45.5% | $152,861-38.4% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 30.69% | 1029.65%-999.0pp | 802.84%-772.2pp | 345.32%-314.6pp |
| Employer contribution / active EE | $3,051 | $5,856-47.9% | $5,143-40.7% | $4,762-35.9% |
| Participant deferral / active EE | $8,628 | $5,948+45.1% | $5,198+66.0% | $5,850+47.5% |
| Admin fee / account holder | $4,553 | $17,109-73.4% | $13,954-67.4% | $11,596-60.7% |