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 | $147,556 | $138,044+6.9% | $125,339+17.7% | $134,475+9.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 37.51% | 750.33%-712.8pp | 572.05%-534.5pp | 417.96%-380.5pp |
| Employer contribution / active EE | $4,081 | $5,243-22.2% | $4,814-15.2% | $4,740-13.9% |
| Participant deferral / active EE | $4,917 | $7,799-36.9% | $7,446-34.0% | $6,400-23.2% |
| Admin fee / account holder | $2,077 | $11,571-82.0% | $10,010-79.2% | $11,426-81.8% |