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 | $210,143 | $150,440+39.7% | $136,294+54.2% | $147,584+42.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.22% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $12,767 | $5,256+142.9% | $4,695+171.9% | $4,876+161.8% |
| Participant deferral / active EE | $9,938 | $6,630+49.9% | $6,247+59.1% | $5,439+82.7% |
| Admin fee / account holder | $13,480 | $10,905+23.6% | $9,243+45.8% | $10,885+23.8% |