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 | $32,726 | $150,440-78.2% | $136,294-76.0% | $147,584-77.8% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 22.58% | 1049.08%-1026.5pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $4,209 | $5,256-19.9% | $4,695-10.4% | $4,876-13.7% |
| Participant deferral / active EE | $9,656 | $6,630+45.6% | $6,247+54.6% | $5,439+77.5% |
| Admin fee / account holder | $527 | $10,905-95.2% | $9,243-94.3% | $10,885-95.2% |