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 | $226,587 | $171,865+31.8% | $149,718+51.3% | $147,584+53.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.58% | 2113.22%-2096.6pp | 1501.63%-1485.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,170 | $6,275-33.6% | $5,445-23.4% | $4,876-14.5% |
| Participant deferral / active EE | $14,934 | $7,271+105.4% | $6,569+127.3% | $5,439+174.6% |
| Admin fee / account holder | $901 | $13,799-93.5% | $11,283-92.0% | $10,885-91.7% |