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 | $200,458 | $150,440+33.2% | $136,294+47.1% | $147,584+35.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.89% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $12,215 | $5,256+132.4% | $4,695+160.1% | $4,876+150.5% |
| Participant deferral / active EE | $13,795 | $6,630+108.1% | $6,247+120.8% | $5,439+153.7% |
| Admin fee / account holder | $2,772 | $10,905-74.6% | $9,243-70.0% | $10,885-74.5% |