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 | $179,623 | $150,440+19.4% | $136,294+31.8% | $147,584+21.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.43% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $9,781 | $5,256+86.1% | $4,695+108.3% | $4,876+100.6% |
| Participant deferral / active EE | $8,365 | $6,630+26.2% | $6,247+33.9% | $5,439+53.8% |
| Admin fee / account holder | $1,486 | $10,905-86.4% | $9,243-83.9% | $10,885-86.4% |