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 9-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 | $65,933 | $150,440-56.2% | $136,294-51.6% | $147,584-55.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 194.70% | 1049.08%-854.4pp | 5155.94%-4961.2pp | 578.55%-383.8pp |
| Employer contribution / active EE | $4,387 | $5,256-16.5% | $4,695-6.6% | $4,876-10.0% |
| Participant deferral / active EE | $16,162 | $6,630+143.7% | $6,247+158.7% | $5,439+197.2% |
| Admin fee / account holder | $406 | $10,905-96.3% | $9,243-95.6% | $10,885-96.3% |