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 | $238,635 | $171,865+38.9% | $149,718+59.4% | $147,584+61.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.37% | 2113.22%-2098.8pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $4,686 | $6,275-25.3% | $5,445-13.9% | $4,876-3.9% |
| Participant deferral / active EE | $10,456 | $7,271+43.8% | $6,569+59.2% | $5,439+92.3% |
| Admin fee / account holder | $15,028 | $13,799+8.9% | $11,283+33.2% | $10,885+38.1% |