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 | $149,735 | $76,785+95.0% | $56,441+165.3% | $145,959+2.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.24% | 3000.51%-2984.3pp | 1704.21%-1688.0pp | 561.95%-545.7pp |
| Employer contribution / active EE | $10,567 | $1,381+665.4% | $1,039+916.9% | $4,661+126.7% |
| Participant deferral / active EE | $9,117 | $2,624+247.5% | $1,953+366.9% | $6,689+36.3% |
| Admin fee / account holder | $1,189 | $3,334-64.3% | $2,829-58.0% | $13,398-91.1% |