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 9-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 | $91,107 | $150,440-39.4% | $136,294-33.2% | $147,584-38.3% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 19.09% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,182 | $5,256-58.5% | $4,695-53.5% | $4,876-55.3% |
| Participant deferral / active EE | $10,813 | $6,630+63.1% | $6,247+73.1% | $5,439+98.8% |
| Admin fee / account holder | $1,085 | $10,905-90.1% | $9,243-88.3% | $10,885-90.0% |