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 | $172,535 | $150,440+14.7% | $136,294+26.6% | $147,584+16.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 62.22% | 1049.08%-986.9pp | 5155.94%-5093.7pp | 578.55%-516.3pp |
| Employer contribution / active EE | $4,637 | $5,256-11.8% | $4,695-1.2% | $4,876-4.9% |
| Participant deferral / active EE | $8,578 | $6,630+29.4% | $6,247+37.3% | $5,439+57.7% |
| Admin fee / account holder | $7,459 | $10,905-31.6% | $9,243-19.3% | $10,885-31.5% |