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 | $192,431 | $202,318-4.9% | $172,739+11.4% | $152,861+25.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.87% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $7,930 | $5,856+35.4% | $5,143+54.2% | $4,762+66.5% |
| Participant deferral / active EE | $9,295 | $5,948+56.3% | $5,198+78.8% | $5,850+58.9% |
| Admin fee / account holder | $1,831 | $17,109-89.3% | $13,954-86.9% | $11,596-84.2% |