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 | $174,288 | $150,440+15.9% | $136,294+27.9% | $147,584+18.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.49% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $5,781 | $5,256+10.0% | $4,695+23.1% | $4,876+18.6% |
| Participant deferral / active EE | $9,102 | $6,630+37.3% | $6,247+45.7% | $5,439+67.4% |
| Admin fee / account holder | $3,086 | $10,905-71.7% | $9,243-66.6% | $10,885-71.6% |