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 | $162,826 | $202,318-19.5% | $172,739-5.7% | $152,861+6.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.29% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.0pp |
| Employer contribution / active EE | $5,223 | $5,856-10.8% | $5,143+1.5% | $4,762+9.7% |
| Participant deferral / active EE | $7,266 | $5,948+22.2% | $5,198+39.8% | $5,850+24.2% |
| Admin fee / account holder | $9,645 | $17,109-43.6% | $13,954-30.9% | $11,596-16.8% |