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 | $138,282 | $150,440-8.1% | $136,294+1.5% | $147,584-6.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $10,898 | $5,256+107.3% | $4,695+132.1% | $4,876+123.5% |
| Participant deferral / active EE | $13,292 | $6,630+100.5% | $6,247+112.8% | $5,439+144.4% |
| Admin fee / account holder | $32,392 | $10,905+197.0% | $9,243+250.4% | $10,885+197.6% |