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 | $238,212 | $171,865+38.6% | $149,718+59.1% | $147,584+61.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.82% | 2113.22%-2102.4pp | 1501.63%-1490.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $17,991 | $6,275+186.7% | $5,445+230.4% | $4,876+269.0% |
| Participant deferral / active EE | $12,921 | $7,271+77.7% | $6,569+96.7% | $5,439+137.6% |
| Admin fee / account holder | $6,037 | $13,799-56.3% | $11,283-46.5% | $10,885-44.5% |