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 | $38,302 | $150,440-74.5% | $136,294-71.9% | $147,584-74.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 24.81% | 1049.08%-1024.3pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $5,264 | $5,256+0.2% | $4,695+12.1% | $4,876+8.0% |
| Participant deferral / active EE | $13,222 | $6,630+99.4% | $6,247+111.7% | $5,439+143.1% |
| Admin fee / account holder | $1,458 | $10,905-86.6% | $9,243-84.2% | $10,885-86.6% |