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 | $168,738 | $171,865-1.8% | $149,718+12.7% | $147,584+14.3% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 18.29% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $11,097 | $6,275+76.8% | $5,445+103.8% | $4,876+127.6% |
| Participant deferral / active EE | $10,928 | $7,271+50.3% | $6,569+66.4% | $5,439+100.9% |
| Admin fee / account holder | $2,972 | $13,799-78.5% | $11,283-73.7% | $10,885-72.7% |