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 | $165,733 | $150,440+10.2% | $136,294+21.6% | $147,584+12.3% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 31.72% | 1049.08%-1017.4pp | 5155.94%-5124.2pp | 578.55%-546.8pp |
| Employer contribution / active EE | $5,481 | $5,256+4.3% | $4,695+16.7% | $4,876+12.4% |
| Participant deferral / active EE | $15,156 | $6,630+128.6% | $6,247+142.6% | $5,439+178.7% |
| Admin fee / account holder | $351 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |