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 | $241,086 | $150,440+60.3% | $136,294+76.9% | $147,584+63.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.44% | 1049.08%-1037.6pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $28,676 | $5,256+445.6% | $4,695+510.7% | $4,876+488.1% |
| Participant deferral / active EE | $15,760 | $6,630+137.7% | $6,247+152.3% | $5,439+189.8% |
| Admin fee / account holder | $27,931 | $10,905+156.1% | $9,243+202.2% | $10,885+156.6% |