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 | $75,549 | $150,440-49.8% | $136,294-44.6% | $147,584-48.8% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 154.05% | 1049.08%-895.0pp | 5155.94%-5001.9pp | 578.55%-424.5pp |
| Employer contribution / active EE | $3,035 | $5,256-42.3% | $4,695-35.4% | $4,876-37.8% |
| Participant deferral / active EE | $8,181 | $6,630+23.4% | $6,247+31.0% | $5,439+50.4% |
| Admin fee / account holder | $7,279 | $10,905-33.3% | $9,243-21.2% | $10,885-33.1% |