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 | $243,719 | $171,865+41.8% | $149,718+62.8% | $147,584+65.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.36% | 2113.22%-2087.9pp | 1501.63%-1476.3pp | 578.55%-553.2pp |
| Employer contribution / active EE | $16,875 | $6,275+168.9% | $5,445+209.9% | $4,876+246.1% |
| Participant deferral / active EE | $18,000 | $7,271+147.6% | $6,569+174.0% | $5,439+231.0% |
| Admin fee / account holder | $1,586 | $13,799-88.5% | $11,283-85.9% | $10,885-85.4% |