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 | $164,872 | $209,832-21.4% | $189,513-13.0% | $167,490-1.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.77% | 748.27%-735.5pp | 555.15%-542.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $9,923 | $6,914+43.5% | $6,162+61.0% | $4,837+105.1% |
| Participant deferral / active EE | $4,741 | $8,935-46.9% | $8,221-42.3% | $6,341-25.2% |
| Admin fee / account holder | $4,719 | $14,293-67.0% | $12,045-60.8% | $12,309-61.7% |