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 | $198,942 | $150,440+32.2% | $136,294+46.0% | $147,584+34.8% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 12.73% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $10,380 | $5,256+97.5% | $4,695+121.1% | $4,876+112.9% |
| Participant deferral / active EE | $4,276 | $6,630-35.5% | $6,247-31.6% | $5,439-21.4% |
| Admin fee / account holder | $28,412 | $10,905+160.5% | $9,243+207.4% | $10,885+161.0% |