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 | $108,318 | $150,440-28.0% | $136,294-20.5% | $147,584-26.6% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 14.56% | 1049.08%-1034.5pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,100 | $5,256-41.0% | $4,695-34.0% | $4,876-36.4% |
| Participant deferral / active EE | $5,325 | $6,630-19.7% | $6,247-14.8% | $5,439-2.1% |
| Admin fee / account holder | $15,820 | $10,905+45.1% | $9,243+71.1% | $10,885+45.3% |