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 | $220,273 | $150,440+46.4% | $136,294+61.6% | $147,584+49.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 24.09% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $3,777 | $5,256-28.1% | $4,695-19.6% | $4,876-22.5% |
| Participant deferral / active EE | $7,723 | $6,630+16.5% | $6,247+23.6% | $5,439+42.0% |
| Admin fee / account holder | $1,407 | $10,905-87.1% | $9,243-84.8% | $10,885-87.1% |