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 | $38,431 | $150,440-74.5% | $136,294-71.8% | $147,584-74.0% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 19.69% | 1049.08%-1029.4pp | 5155.94%-5136.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,303 | $5,256-56.2% | $4,695-51.0% | $4,876-52.8% |
| Participant deferral / active EE | $6,757 | $6,630+1.9% | $6,247+8.2% | $5,439+24.2% |
| Admin fee / account holder | $622 | $10,905-94.3% | $9,243-93.3% | $10,885-94.3% |