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 | $208,332 | $150,440+38.5% | $136,294+52.9% | $147,584+41.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.14% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,212 | $5,256-19.9% | $4,695-10.3% | $4,876-13.6% |
| Participant deferral / active EE | $8,422 | $6,630+27.0% | $6,247+34.8% | $5,439+54.9% |
| Admin fee / account holder | $22,544 | $10,905+106.7% | $9,243+143.9% | $10,885+107.1% |