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 | $239,021 | $99,032+141.4% | $80,019+198.7% | $135,375+76.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 739.15% | 15.39%+723.8pp | 11.22%+727.9pp | 519.73%+219.4pp |
| Employer contribution / active EE | $22,017 | $3,043+623.4% | $2,468+792.1% | $4,779+360.7% |
| Participant deferral / active EE | $5,751 | $4,282+34.3% | $3,686+56.0% | $5,609+2.5% |
| Admin fee / account holder | $34,197 | $10,436+227.7% | $6,521+424.4% | $10,827+215.9% |