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 | $206,186 | $150,440+37.1% | $136,294+51.3% | $147,584+39.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 13.30% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,328 | $5,256-74.7% | $4,695-71.7% | $4,876-72.8% |
| Participant deferral / active EE | $14,813 | $6,630+123.4% | $6,247+137.1% | $5,439+172.4% |
| Admin fee / account holder | $69,220 | $10,905+534.7% | $9,243+648.9% | $10,885+535.9% |