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 | $231,549 | $150,440+53.9% | $136,294+69.9% | $147,584+56.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.99% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $14,833 | $5,256+182.2% | $4,695+215.9% | $4,876+204.2% |
| Participant deferral / active EE | $12,284 | $6,630+85.3% | $6,247+96.6% | $5,439+125.9% |
| Admin fee / account holder | $29,139 | $10,905+167.2% | $9,243+215.2% | $10,885+167.7% |