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 | $49,838 | $150,440-66.9% | $136,294-63.4% | $147,584-66.2% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 18.11% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,129 | $5,256-40.5% | $4,695-33.4% | $4,876-35.8% |
| Participant deferral / active EE | $7,633 | $6,630+15.1% | $6,247+22.2% | $5,439+40.3% |
| Admin fee / account holder | $2,005 | $10,905-81.6% | $9,243-78.3% | $10,885-81.6% |