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 | $206,150 | $150,440+37.0% | $136,294+51.3% | $147,584+39.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.89% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,803 | $5,256-8.6% | $4,695+2.3% | $4,876-1.5% |
| Participant deferral / active EE | $12,204 | $6,630+84.1% | $6,247+95.4% | $5,439+124.4% |
| Admin fee / account holder | $923 | $10,905-91.5% | $9,243-90.0% | $10,885-91.5% |