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 | $211,232 | $150,440+40.4% | $136,294+55.0% | $147,584+43.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 11.69% | 1049.08%-1037.4pp | 5155.94%-5144.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,358 | $5,256-55.1% | $4,695-49.8% | $4,876-51.6% |
| Participant deferral / active EE | $7,292 | $6,630+10.0% | $6,247+16.7% | $5,439+34.1% |
| Admin fee / account holder | $370 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |