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 | $195,094 | $144,119+35.4% | $117,854+65.5% | $147,584+32.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 67.90% | 531.15%-463.2pp | 335.08%-267.2pp | 578.55%-510.6pp |
| Employer contribution / active EE | $15,198 | $4,896+210.4% | $3,786+301.4% | $4,876+211.7% |
| Participant deferral / active EE | $9,265 | $5,316+74.3% | $4,482+106.7% | $5,439+70.4% |
| Admin fee / account holder | $38,669 | $10,886+255.2% | $8,020+382.2% | $10,885+255.2% |