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 | $191,270 | $150,440+27.1% | $136,294+40.3% | $147,584+29.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 178.17% | 1049.08%-870.9pp | 5155.94%-4977.8pp | 578.55%-400.4pp |
| Employer contribution / active EE | $3,536 | $5,256-32.7% | $4,695-24.7% | $4,876-27.5% |
| Participant deferral / active EE | $8,050 | $6,630+21.4% | $6,247+28.9% | $5,439+48.0% |
| Admin fee / account holder | $727 | $10,905-93.3% | $9,243-92.1% | $10,885-93.3% |