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 | $170,353 | $150,440+13.2% | $136,294+25.0% | $147,584+15.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.59% | 1049.08%-1036.5pp | 5155.94%-5143.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,573 | $5,256-32.0% | $4,695-23.9% | $4,876-26.7% |
| Participant deferral / active EE | $7,887 | $6,630+19.0% | $6,247+26.3% | $5,439+45.0% |
| Admin fee / account holder | $685 | $10,905-93.7% | $9,243-92.6% | $10,885-93.7% |