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 | $218,264 | $185,200+17.9% | $142,863+52.8% | $167,490+30.3% |
| Participation rate | 90.0% | 78.4%+11.6pp | 71.9%+18.1pp | 82.1%+7.9pp |
| Annual return | 13.10% | 8555.70%-8542.6pp | 5637.54%-5624.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,593 | $5,604-53.7% | $4,144-37.4% | $4,837-46.4% |
| Participant deferral / active EE | $4,087 | $4,494-9.1% | $3,837+6.5% | $6,341-35.5% |
| Admin fee / account holder | $5,937 | $8,031-26.1% | $6,560-9.5% | $12,309-51.8% |