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 | $211,369 | $209,411+0.9% | $178,490+18.4% | $158,922+33.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.11% | 188.75%-151.6pp | 151.07%-114.0pp | 302.83%-265.7pp |
| Employer contribution / active EE | $20,621 | $5,706+261.4% | $5,011+311.5% | $4,761+333.1% |
| Participant deferral / active EE | $2,425 | $5,954-59.3% | $5,202-53.4% | $5,982-59.5% |
| Admin fee / account holder | $5,241 | $17,074-69.3% | $13,984-62.5% | $11,246-53.4% |