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 | $73,484 | $150,440-51.2% | $136,294-46.1% | $147,584-50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.01% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,621 | $5,256-69.2% | $4,695-65.5% | $4,876-66.8% |
| Participant deferral / active EE | $4,751 | $6,630-28.3% | $6,247-24.0% | $5,439-12.6% |
| Admin fee / account holder | $1,287 | $10,905-88.2% | $9,243-86.1% | $10,885-88.2% |