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 | $53,457 | $150,440-64.5% | $136,294-60.8% | $147,584-63.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.52% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $4,292 | $5,256-18.3% | $4,695-8.6% | $4,876-12.0% |
| Participant deferral / active EE | $7,311 | $6,630+10.3% | $6,247+17.0% | $5,439+34.4% |
| Admin fee / account holder | $10,761 | $10,905-1.3% | $9,243+16.4% | $10,885-1.1% |