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 | $61,095 | $150,440-59.4% | $136,294-55.2% | $147,584-58.6% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 22.21% | 1049.08%-1026.9pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,059 | $5,256-41.8% | $4,695-34.8% | $4,876-37.3% |
| Participant deferral / active EE | $8,208 | $6,630+23.8% | $6,247+31.4% | $5,439+50.9% |
| Admin fee / account holder | $923 | $10,905-91.5% | $9,243-90.0% | $10,885-91.5% |