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 5-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 | $201,722 | $160,055+26.0% | $140,016+44.1% | $135,375+49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.83% | 911.38%-910.5pp | 651.12%-650.3pp | 519.73%-518.9pp |
| Employer contribution / active EE | $6,292 | $6,420-2.0% | $5,606+12.2% | $4,779+31.7% |
| Participant deferral / active EE | $23,888 | $7,642+212.6% | $6,927+244.9% | $5,609+325.9% |
| Admin fee / account holder | $82,673 | $13,328+520.3% | $10,705+672.3% | $10,827+663.6% |