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 9-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 | $199,767 | $102,604+94.7% | $86,188+131.8% | $139,434+43.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.98% | 1922.51%-1891.5pp | 1168.45%-1137.5pp | 372.94%-342.0pp |
| Employer contribution / active EE | $15,695 | $3,032+417.6% | $2,380+559.4% | $4,751+230.4% |
| Participant deferral / active EE | $22,125 | $4,676+373.2% | $3,985+455.2% | $6,710+229.7% |
| Admin fee / account holder | $351 | $8,657-95.9% | $6,852-94.9% | $11,403-96.9% |