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 | $44,258 | $150,440-70.6% | $136,294-67.5% | $147,584-70.0% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 16.06% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,143 | $5,256-59.2% | $4,695-54.4% | $4,876-56.1% |
| Participant deferral / active EE | $4,886 | $6,630-26.3% | $6,247-21.8% | $5,439-10.2% |
| Admin fee / account holder | $8,794 | $10,905-19.4% | $9,243-4.9% | $10,885-19.2% |