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 | $137,049 | $97,757+40.2% | $83,848+63.4% | $135,375+1.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 145.04% | 1287.37%-1142.3pp | 850.88%-705.8pp | 519.73%-374.7pp |
| Employer contribution / active EE | $15,730 | $4,222+272.6% | $3,631+333.2% | $4,779+229.2% |
| Participant deferral / active EE | $10,372 | $4,682+121.5% | $4,082+154.1% | $5,609+84.9% |
| Admin fee / account holder | $1,099 | $6,674-83.5% | $5,478-79.9% | $10,827-89.8% |