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 | $164,678 | $150,440+9.5% | $136,294+20.8% | $147,584+11.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.65% | 1049.08%-1021.4pp | 5155.94%-5128.3pp | 578.55%-550.9pp |
| Employer contribution / active EE | $24,714 | $5,256+370.2% | $4,695+426.3% | $4,876+406.8% |
| Participant deferral / active EE | $16,057 | $6,630+142.2% | $6,247+157.0% | $5,439+195.2% |
| Admin fee / account holder | $27,703 | $10,905+154.0% | $9,243+199.7% | $10,885+154.5% |