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 | $159,487 | $202,318-21.2% | $172,739-7.7% | $152,861+4.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.29% | 1029.65%-1005.4pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $5,057 | $5,856-13.6% | $5,143-1.7% | $4,762+6.2% |
| Participant deferral / active EE | $4,197 | $5,948-29.4% | $5,198-19.2% | $5,850-28.3% |
| Admin fee / account holder | $19,251 | $17,109+12.5% | $13,954+38.0% | $11,596+66.0% |