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 | $161,766 | $150,440+7.5% | $136,294+18.7% | $147,584+9.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.31% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $12,824 | $5,256+144.0% | $4,695+173.1% | $4,876+163.0% |
| Participant deferral / active EE | $5,788 | $6,630-12.7% | $6,247-7.3% | $5,439+6.4% |
| Admin fee / account holder | $79,005 | $10,905+624.5% | $9,243+754.7% | $10,885+625.8% |