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 | $42,875 | $150,440-71.5% | $136,294-68.5% | $147,584-70.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 228.10% | 1049.08%-821.0pp | 5155.94%-4927.8pp | 578.55%-350.4pp |
| Employer contribution / active EE | $9,105 | $5,256+73.2% | $4,695+93.9% | $4,876+86.7% |
| Participant deferral / active EE | $7,866 | $6,630+18.6% | $6,247+25.9% | $5,439+44.6% |
| Admin fee / account holder | $409 | $10,905-96.2% | $9,243-95.6% | $10,885-96.2% |