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 | $152,917 | $150,440+1.6% | $136,294+12.2% | $147,584+3.6% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 19.01% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,303 | $5,256-75.2% | $4,695-72.2% | $4,876-73.3% |
| Participant deferral / active EE | $10,981 | $6,630+65.6% | $6,247+75.8% | $5,439+101.9% |
| Admin fee / account holder | $1,077 | $10,905-90.1% | $9,243-88.4% | $10,885-90.1% |