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 | $176,795 | $202,318-12.6% | $172,739+2.3% | $152,861+15.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.36% | 1029.65%-1001.3pp | 802.84%-774.5pp | 345.32%-317.0pp |
| Employer contribution / active EE | $4,164 | $5,856-28.9% | $5,143-19.0% | $4,762-12.6% |
| Participant deferral / active EE | $4,507 | $5,948-24.2% | $5,198-13.3% | $5,850-23.0% |
| Admin fee / account holder | $1,121 | $17,109-93.4% | $13,954-92.0% | $11,596-90.3% |