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 | $105,313 | $160,055-34.2% | $140,016-24.8% | $135,375-22.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 133.27% | 911.38%-778.1pp | 651.12%-517.9pp | 519.73%-386.5pp |
| Employer contribution / active EE | $4,480 | $6,420-30.2% | $5,606-20.1% | $4,779-6.3% |
| Participant deferral / active EE | $9,813 | $7,642+28.4% | $6,927+41.7% | $5,609+75.0% |
| Admin fee / account holder | $430 | $13,328-96.8% | $10,705-96.0% | $10,827-96.0% |