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 8-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 | $190,013 | $138,044+37.6% | $125,339+51.6% | $134,475+41.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.48% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $15,847 | $5,243+202.2% | $4,814+229.2% | $4,740+234.3% |
| Participant deferral / active EE | $24,000 | $7,799+207.7% | $7,446+222.3% | $6,400+275.0% |
| Admin fee / account holder | $810 | $11,571-93.0% | $10,010-91.9% | $11,426-92.9% |