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 | $182,976 | $202,318-9.6% | $172,739+5.9% | $152,861+19.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.99% | 1029.65%-1006.7pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,321 | $5,856-60.4% | $5,143-54.9% | $4,762-51.3% |
| Participant deferral / active EE | $7,789 | $5,948+31.0% | $5,198+49.9% | $5,850+33.1% |
| Admin fee / account holder | $730 | $17,109-95.7% | $13,954-94.8% | $11,596-93.7% |