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 | $97,088 | $171,865-43.5% | $149,718-35.2% | $147,584-34.2% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 24.26% | 2113.22%-2089.0pp | 1501.63%-1477.4pp | 578.55%-554.3pp |
| Employer contribution / active EE | $2,189 | $6,275-65.1% | $5,445-59.8% | $4,876-55.1% |
| Participant deferral / active EE | $10,067 | $7,271+38.5% | $6,569+53.3% | $5,439+85.1% |
| Admin fee / account holder | $443 | $13,799-96.8% | $11,283-96.1% | $10,885-95.9% |