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 | $178,235 | $150,440+18.5% | $136,294+30.8% | $147,584+20.8% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 25.03% | 1049.08%-1024.0pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $2,963 | $5,256-43.6% | $4,695-36.9% | $4,876-39.2% |
| Participant deferral / active EE | $4,724 | $6,630-28.8% | $6,247-24.4% | $5,439-13.1% |
| Admin fee / account holder | $982 | $10,905-91.0% | $9,243-89.4% | $10,885-91.0% |