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 | $168,509 | $175,202-3.8% | $149,673+12.6% | $139,434+20.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.99% | 166.71%-134.7pp | 134.42%-102.4pp | 372.94%-341.0pp |
| Employer contribution / active EE | $17,901 | $5,474+227.0% | $4,818+271.6% | $4,751+276.8% |
| Participant deferral / active EE | $9,737 | $6,519+49.4% | $5,680+71.4% | $6,710+45.1% |
| Admin fee / account holder | $8,276 | $16,150-48.8% | $13,210-37.4% | $11,403-27.4% |