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 | $193,499 | $150,440+28.6% | $136,294+42.0% | $147,584+31.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.05% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $10,841 | $5,256+106.2% | $4,695+130.9% | $4,876+122.3% |
| Participant deferral / active EE | $10,754 | $6,630+62.2% | $6,247+72.1% | $5,439+97.7% |
| Admin fee / account holder | $1,381 | $10,905-87.3% | $9,243-85.1% | $10,885-87.3% |