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 | $213,234 | $150,440+41.7% | $136,294+56.5% | $147,584+44.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.49% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,155 | $5,256-40.0% | $4,695-32.8% | $4,876-35.3% |
| Participant deferral / active EE | $7,557 | $6,630+14.0% | $6,247+21.0% | $5,439+38.9% |
| Admin fee / account holder | $1,992 | $10,905-81.7% | $9,243-78.4% | $10,885-81.7% |