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 | $213,021 | $171,865+23.9% | $149,718+42.3% | $147,584+44.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.47% | 2113.22%-2099.7pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $6,528 | $6,275+4.0% | $5,445+19.9% | $4,876+33.9% |
| Participant deferral / active EE | $8,239 | $7,271+13.3% | $6,569+25.4% | $5,439+51.5% |
| Admin fee / account holder | $799 | $13,799-94.2% | $11,283-92.9% | $10,885-92.7% |