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 | $137,228 | $209,832-34.6% | $189,513-27.6% | $167,490-18.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.66% | 748.27%-737.6pp | 555.15%-544.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,605 | $6,914-76.8% | $6,162-74.0% | $4,837-66.8% |
| Participant deferral / active EE | $11,621 | $8,935+30.1% | $8,221+41.4% | $6,341+83.3% |
| Admin fee / account holder | $3,444 | $14,293-75.9% | $12,045-71.4% | $12,309-72.0% |