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 | $198,397 | $180,449+9.9% | $154,107+28.7% | $135,375+46.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 110.60% | 888.09%-777.5pp | 735.12%-624.5pp | 519.73%-409.1pp |
| Employer contribution / active EE | $7,481 | $6,035+24.0% | $5,298+41.2% | $4,779+56.5% |
| Participant deferral / active EE | $8,171 | $5,806+40.7% | $5,081+60.8% | $5,609+45.7% |
| Admin fee / account holder | $2,438 | $16,143-84.9% | $13,411-81.8% | $10,827-77.5% |