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 | $178,412 | $150,440+18.6% | $136,294+30.9% | $147,584+20.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.70% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $8,150 | $5,256+55.1% | $4,695+73.6% | $4,876+67.1% |
| Participant deferral / active EE | $17,548 | $6,630+164.7% | $6,247+180.9% | $5,439+222.7% |
| Admin fee / account holder | $7,618 | $10,905-30.1% | $9,243-17.6% | $10,885-30.0% |