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 9-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 | $175,299 | $150,440+16.5% | $136,294+28.6% | $147,584+18.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.51% | 1049.08%-1038.6pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $24,866 | $5,256+373.1% | $4,695+429.6% | $4,876+409.9% |
| Participant deferral / active EE | $17,378 | $6,630+162.1% | $6,247+178.2% | $5,439+219.5% |
| Admin fee / account holder | $18,774 | $10,905+72.2% | $9,243+103.1% | $10,885+72.5% |