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 | $141,573 | $138,044+2.6% | $125,339+13.0% | $134,475+5.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.86% | 750.33%-747.5pp | 572.05%-569.2pp | 417.96%-415.1pp |
| Employer contribution / active EE | $4,033 | $5,243-23.1% | $4,814-16.2% | $4,740-14.9% |
| Participant deferral / active EE | $3,536 | $7,799-54.7% | $7,446-52.5% | $6,400-44.7% |
| Admin fee / account holder | $2,158 | $11,571-81.4% | $10,010-78.4% | $11,426-81.1% |