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 | $247,594 | $150,440+64.6% | $136,294+81.7% | $147,584+67.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.35% | 1049.08%-1035.7pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,767 | $5,256-28.3% | $4,695-19.8% | $4,876-22.8% |
| Participant deferral / active EE | $14,172 | $6,630+113.7% | $6,247+126.9% | $5,439+160.6% |
| Admin fee / account holder | $7,368 | $10,905-32.4% | $9,243-20.3% | $10,885-32.3% |