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 | $178,670 | $150,440+18.8% | $136,294+31.1% | $147,584+21.1% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 16.33% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,306 | $5,256-56.1% | $4,695-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $8,997 | $6,630+35.7% | $6,247+44.0% | $5,439+65.4% |
| Admin fee / account holder | $1,246 | $10,905-88.6% | $9,243-86.5% | $10,885-88.6% |