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 | $141,804 | $150,440-5.7% | $136,294+4.0% | $147,584-3.9% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 14.44% | 1049.08%-1034.6pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $8,225 | $5,256+56.5% | $4,695+75.2% | $4,876+68.7% |
| Participant deferral / active EE | $4,372 | $6,630-34.1% | $6,247-30.0% | $5,439-19.6% |
| Admin fee / account holder | $15,482 | $10,905+42.0% | $9,243+67.5% | $10,885+42.2% |