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 | $213,063 | $150,440+41.6% | $136,294+56.3% | $147,584+44.4% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 24.09% | 1049.08%-1025.0pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $4,246 | $5,256-19.2% | $4,695-9.6% | $4,876-12.9% |
| Participant deferral / active EE | $7,853 | $6,630+18.4% | $6,247+25.7% | $5,439+44.4% |
| Admin fee / account holder | $8,162 | $10,905-25.2% | $9,243-11.7% | $10,885-25.0% |