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 | $206,323 | $150,440+37.1% | $136,294+51.4% | $147,584+39.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.14% | 1049.08%-1037.9pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $6,512 | $5,256+23.9% | $4,695+38.7% | $4,876+33.5% |
| Participant deferral / active EE | $2,926 | $6,630-55.9% | $6,247-53.2% | $5,439-46.2% |
| Admin fee / account holder | $12,557 | $10,905+15.1% | $9,243+35.8% | $10,885+15.4% |