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 | $199,708 | $150,440+32.7% | $136,294+46.5% | $147,584+35.3% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 13.48% | 1049.08%-1035.6pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,731 | $5,256-48.0% | $4,695-41.8% | $4,876-44.0% |
| Participant deferral / active EE | $9,104 | $6,630+37.3% | $6,247+45.7% | $5,439+67.4% |
| Admin fee / account holder | $5,208 | $10,905-52.2% | $9,243-43.7% | $10,885-52.2% |