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 | $72,528 | $171,865-57.8% | $149,718-51.6% | $147,584-50.9% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 78.41% | 2113.22%-2034.8pp | 1501.63%-1423.2pp | 578.55%-500.1pp |
| Employer contribution / active EE | $4,265 | $6,275-32.0% | $5,445-21.7% | $4,876-12.5% |
| Participant deferral / active EE | $8,181 | $7,271+12.5% | $6,569+24.5% | $5,439+50.4% |
| Admin fee / account holder | $758 | $13,799-94.5% | $11,283-93.3% | $10,885-93.0% |