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 | $168,154 | $202,318-16.9% | $172,739-2.7% | $152,861+10.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.01% | 1029.65%-992.6pp | 802.84%-765.8pp | 345.32%-308.3pp |
| Employer contribution / active EE | $4,985 | $5,856-14.9% | $5,143-3.1% | $4,762+4.7% |
| Participant deferral / active EE | $12,079 | $5,948+103.1% | $5,198+132.4% | $5,850+106.5% |
| Admin fee / account holder | $7,078 | $17,109-58.6% | $13,954-49.3% | $11,596-39.0% |