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 9-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 | $112,610 | $138,044-18.4% | $125,339-10.2% | $134,475-16.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 34.16% | 750.33%-716.2pp | 572.05%-537.9pp | 417.96%-383.8pp |
| Employer contribution / active EE | $3,547 | $5,243-32.3% | $4,814-26.3% | $4,740-25.2% |
| Participant deferral / active EE | $7,209 | $7,799-7.6% | $7,446-3.2% | $6,400+12.6% |
| Admin fee / account holder | $1,538 | $11,571-86.7% | $10,010-84.6% | $11,426-86.5% |