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 9-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 | $155,527 | $150,440+3.4% | $136,294+14.1% | $147,584+5.4% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 21.11% | 1049.08%-1028.0pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $6,983 | $5,256+32.9% | $4,695+48.7% | $4,876+43.2% |
| Participant deferral / active EE | $9,756 | $6,630+47.1% | $6,247+56.2% | $5,439+79.4% |
| Admin fee / account holder | $349 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |