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 | $175,436 | $202,318-13.3% | $172,739+1.6% | $152,861+14.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.29% | 1029.65%-1016.4pp | 802.84%-789.6pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,710 | $5,856-53.7% | $5,143-47.3% | $4,762-43.1% |
| Participant deferral / active EE | $10,051 | $5,948+69.0% | $5,198+93.4% | $5,850+71.8% |
| Admin fee / account holder | $1,655 | $17,109-90.3% | $13,954-88.1% | $11,596-85.7% |