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 | $50,573 | $150,440-66.4% | $136,294-62.9% | $147,584-65.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.20% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,619 | $5,256-12.1% | $4,695-1.6% | $4,876-5.3% |
| Participant deferral / active EE | $5,525 | $6,630-16.7% | $6,247-11.6% | $5,439+1.6% |
| Admin fee / account holder | $13,426 | $10,905+23.1% | $9,243+45.3% | $10,885+23.3% |