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 | $214,091 | $150,440+42.3% | $136,294+57.1% | $147,584+45.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.99% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,779 | $5,256-9.1% | $4,695+1.8% | $4,876-2.0% |
| Participant deferral / active EE | $10,018 | $6,630+51.1% | $6,247+60.4% | $5,439+84.2% |
| Admin fee / account holder | $33,767 | $10,905+209.6% | $9,243+265.3% | $10,885+210.2% |