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 | $208,651 | $202,318+3.1% | $172,739+20.8% | $152,861+36.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.40% | 1029.65%-1014.3pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $7,168 | $5,856+22.4% | $5,143+39.4% | $4,762+50.5% |
| Participant deferral / active EE | $8,404 | $5,948+41.3% | $5,198+61.7% | $5,850+43.7% |
| Admin fee / account holder | $6,515 | $17,109-61.9% | $13,954-53.3% | $11,596-43.8% |