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 | $245,806 | $150,440+63.4% | $136,294+80.4% | $147,584+66.6% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 18.09% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,118 | $5,256-40.7% | $4,695-33.6% | $4,876-36.1% |
| Participant deferral / active EE | $12,952 | $6,630+95.3% | $6,247+107.3% | $5,439+138.2% |
| Admin fee / account holder | $7,380 | $10,905-32.3% | $9,243-20.2% | $10,885-32.2% |