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 | $53,795 | $150,440-64.2% | $136,294-60.5% | $147,584-63.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 139.56% | 1049.08%-909.5pp | 5155.94%-5016.4pp | 578.55%-439.0pp |
| Employer contribution / active EE | $8,211 | $5,256+56.2% | $4,695+74.9% | $4,876+68.4% |
| Participant deferral / active EE | $8,339 | $6,630+25.8% | $6,247+33.5% | $5,439+53.3% |
| Admin fee / account holder | $1,871 | $10,905-82.8% | $9,243-79.8% | $10,885-82.8% |