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 | $81,472 | $150,440-45.8% | $136,294-40.2% | $147,584-44.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.52% | 1049.08%-1025.6pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $3,320 | $5,256-36.8% | $4,695-29.3% | $4,876-31.9% |
| Participant deferral / active EE | $6,076 | $6,630-8.4% | $6,247-2.7% | $5,439+11.7% |
| Admin fee / account holder | $1,151 | $10,905-89.4% | $9,243-87.5% | $10,885-89.4% |