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 | $176,112 | $150,440+17.1% | $136,294+29.2% | $147,584+19.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.89% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $4,650 | $5,256-11.5% | $4,695-1.0% | $4,876-4.6% |
| Participant deferral / active EE | $8,963 | $6,630+35.2% | $6,247+43.5% | $5,439+64.8% |
| Admin fee / account holder | $1,401 | $10,905-87.2% | $9,243-84.8% | $10,885-87.1% |