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 | $101,257 | $68,097+48.7% | $62,929+60.9% | $137,256-26.2% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 84.79% | 1859.11%-1774.3pp | 1063.93%-979.1pp | 220.34%-135.5pp |
| Employer contribution / active EE | $5,999 | $2,811+113.4% | $2,505+139.5% | $4,156+44.3% |
| Participant deferral / active EE | $11,086 | $4,553+143.5% | $3,888+185.1% | $6,407+73.0% |
| Admin fee / account holder | $4,786 | $6,521-26.6% | $5,065-5.5% | $12,270-61.0% |