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 | $173,663 | $150,440+15.4% | $136,294+27.4% | $147,584+17.7% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 14.90% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,884 | $5,256-64.1% | $4,695-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $5,240 | $6,630-21.0% | $6,247-16.1% | $5,439-3.7% |
| Admin fee / account holder | $1,500 | $10,905-86.2% | $9,243-83.8% | $10,885-86.2% |