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 | $58,250 | $150,440-61.3% | $136,294-57.3% | $147,584-60.5% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 17.99% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $6,364 | $5,256+21.1% | $4,695+35.5% | $4,876+30.5% |
| Participant deferral / active EE | $4,526 | $6,630-31.7% | $6,247-27.6% | $5,439-16.8% |
| Admin fee / account holder | $1,342 | $10,905-87.7% | $9,243-85.5% | $10,885-87.7% |