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 | $215,446 | $150,440+43.2% | $136,294+58.1% | $147,584+46.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 26.68% | 1049.08%-1022.4pp | 5155.94%-5129.3pp | 578.55%-551.9pp |
| Employer contribution / active EE | $5,774 | $5,256+9.8% | $4,695+23.0% | $4,876+18.4% |
| Participant deferral / active EE | $6,079 | $6,630-8.3% | $6,247-2.7% | $5,439+11.8% |
| Admin fee / account holder | $12,632 | $10,905+15.8% | $9,243+36.7% | $10,885+16.1% |