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 | $171,705 | $150,440+14.1% | $136,294+26.0% | $147,584+16.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 33.17% | 1049.08%-1015.9pp | 5155.94%-5122.8pp | 578.55%-545.4pp |
| Employer contribution / active EE | $1,704 | $5,256-67.6% | $4,695-63.7% | $4,876-65.1% |
| Participant deferral / active EE | $5,685 | $6,630-14.3% | $6,247-9.0% | $5,439+4.5% |
| Admin fee / account holder | $6,689 | $10,905-38.7% | $9,243-27.6% | $10,885-38.6% |