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 | $64,346 | $150,440-57.2% | $136,294-52.8% | $147,584-56.4% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 37.10% | 1049.08%-1012.0pp | 5155.94%-5118.8pp | 578.55%-541.5pp |
| Employer contribution / active EE | $3,362 | $5,256-36.0% | $4,695-28.4% | $4,876-31.1% |
| Participant deferral / active EE | $12,214 | $6,630+84.2% | $6,247+95.5% | $5,439+124.6% |
| Admin fee / account holder | $2,210 | $10,905-79.7% | $9,243-76.1% | $10,885-79.7% |