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 | $37,455 | $150,440-75.1% | $136,294-72.5% | $147,584-74.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 37.60% | 1049.08%-1011.5pp | 5155.94%-5118.3pp | 578.55%-540.9pp |
| Employer contribution / active EE | $10,895 | $5,256+107.3% | $4,695+132.0% | $4,876+123.4% |
| Participant deferral / active EE | $15,629 | $6,630+135.7% | $6,247+150.2% | $5,439+187.4% |
| Admin fee / account holder | $1,166 | $10,905-89.3% | $9,243-87.4% | $10,885-89.3% |