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 | $55,928 | $150,440-62.8% | $136,294-59.0% | $147,584-62.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 29.81% | 1049.08%-1019.3pp | 5155.94%-5126.1pp | 578.55%-548.7pp |
| Employer contribution / active EE | $4,115 | $5,256-21.7% | $4,695-12.4% | $4,876-15.6% |
| Participant deferral / active EE | $12,695 | $6,630+91.5% | $6,247+103.2% | $5,439+133.4% |
| Admin fee / account holder | $3,222 | $10,905-70.5% | $9,243-65.1% | $10,885-70.4% |