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 | $157,039 | $202,318-22.4% | $172,739-9.1% | $152,861+2.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.99% | 1029.65%-1015.7pp | 802.84%-788.9pp | 345.32%-331.3pp |
| Employer contribution / active EE | $10,144 | $5,856+73.2% | $5,143+97.3% | $4,762+113.0% |
| Participant deferral / active EE | $15,489 | $5,948+160.4% | $5,198+198.0% | $5,850+164.8% |
| Admin fee / account holder | $3,072 | $17,109-82.0% | $13,954-78.0% | $11,596-73.5% |