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 | $160,608 | $202,318-20.6% | $172,739-7.0% | $152,861+5.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.27% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $5,444 | $5,856-7.0% | $5,143+5.9% | $4,762+14.3% |
| Participant deferral / active EE | $6,816 | $5,948+14.6% | $5,198+31.1% | $5,850+16.5% |
| Admin fee / account holder | $734 | $17,109-95.7% | $13,954-94.7% | $11,596-93.7% |