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 | $187,787 | $150,440+24.8% | $136,294+37.8% | $147,584+27.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 49.36% | 1049.08%-999.7pp | 5155.94%-5106.6pp | 578.55%-529.2pp |
| Employer contribution / active EE | $2,681 | $5,256-49.0% | $4,695-42.9% | $4,876-45.0% |
| Participant deferral / active EE | $7,798 | $6,630+17.6% | $6,247+24.8% | $5,439+43.4% |
| Admin fee / account holder | $408 | $10,905-96.3% | $9,243-95.6% | $10,885-96.3% |