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 | $155,579 | $202,318-23.1% | $172,739-9.9% | $152,861+1.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.09% | 1029.65%-1008.6pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $6,689 | $5,856+14.2% | $5,143+30.1% | $4,762+40.5% |
| Participant deferral / active EE | $5,914 | $5,948-0.6% | $5,198+13.8% | $5,850+1.1% |
| Admin fee / account holder | $15,010 | $17,109-12.3% | $13,954+7.6% | $11,596+29.4% |