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 | $184,488 | $150,440+22.6% | $136,294+35.4% | $147,584+25.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.92% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $6,634 | $5,256+26.2% | $4,695+41.3% | $4,876+36.0% |
| Participant deferral / active EE | $7,440 | $6,630+12.2% | $6,247+19.1% | $5,439+36.8% |
| Admin fee / account holder | $511 | $10,905-95.3% | $9,243-94.5% | $10,885-95.3% |