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 | $160,744 | $150,440+6.8% | $136,294+17.9% | $147,584+8.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 26.05% | 1049.08%-1023.0pp | 5155.94%-5129.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $13,845 | $5,256+163.4% | $4,695+194.9% | $4,876+183.9% |
| Participant deferral / active EE | $17,523 | $6,630+164.3% | $6,247+180.5% | $5,439+222.2% |
| Admin fee / account holder | $29,136 | $10,905+167.2% | $9,243+215.2% | $10,885+167.7% |