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 | $195,015 | $150,440+29.6% | $136,294+43.1% | $147,584+32.1% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 18.70% | 1049.08%-1030.4pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,003 | $5,256-61.9% | $4,695-57.3% | $4,876-58.9% |
| Participant deferral / active EE | $10,209 | $6,630+54.0% | $6,247+63.4% | $5,439+87.7% |
| Admin fee / account holder | $2,025 | $10,905-81.4% | $9,243-78.1% | $10,885-81.4% |