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 | $228,339 | $171,865+32.9% | $149,718+52.5% | $147,584+54.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.61% | 2113.22%-2102.6pp | 1501.63%-1491.0pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,723 | $6,275-72.5% | $5,445-68.4% | $4,876-64.7% |
| Participant deferral / active EE | $13,560 | $7,271+86.5% | $6,569+106.4% | $5,439+149.3% |
| Admin fee / account holder | $2,311 | $13,799-83.3% | $11,283-79.5% | $10,885-78.8% |