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 | $60,425 | $150,440-59.8% | $136,294-55.7% | $147,584-59.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 87.75% | 1049.08%-961.3pp | 5155.94%-5068.2pp | 578.55%-490.8pp |
| Employer contribution / active EE | $954 | $5,256-81.9% | $4,695-79.7% | $4,876-80.4% |
| Participant deferral / active EE | $4,710 | $6,630-29.0% | $6,247-24.6% | $5,439-13.4% |
| Admin fee / account holder | $12,380 | $10,905+13.5% | $9,243+33.9% | $10,885+13.7% |