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 | $45,962 | $150,440-69.4% | $136,294-66.3% | $147,584-68.9% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 41.38% | 1049.08%-1007.7pp | 5155.94%-5114.6pp | 578.55%-537.2pp |
| Employer contribution / active EE | $2,557 | $5,256-51.3% | $4,695-45.5% | $4,876-47.6% |
| Participant deferral / active EE | $8,499 | $6,630+28.2% | $6,247+36.0% | $5,439+56.3% |
| Admin fee / account holder | $1,306 | $10,905-88.0% | $9,243-85.9% | $10,885-88.0% |