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 | $74,697 | $150,440-50.3% | $136,294-45.2% | $147,584-49.4% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 27.00% | 1049.08%-1022.1pp | 5155.94%-5128.9pp | 578.55%-551.5pp |
| Employer contribution / active EE | $2,172 | $5,256-58.7% | $4,695-53.7% | $4,876-55.5% |
| Participant deferral / active EE | $3,409 | $6,630-48.6% | $6,247-45.4% | $5,439-37.3% |
| Admin fee / account holder | $5,636 | $10,905-48.3% | $9,243-39.0% | $10,885-48.2% |