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 | $154,319 | $202,318-23.7% | $172,739-10.7% | $152,861+1.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.53% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $11,134 | $5,856+90.1% | $5,143+116.5% | $4,762+133.8% |
| Participant deferral / active EE | $12,002 | $5,948+101.8% | $5,198+130.9% | $5,850+105.2% |
| Admin fee / account holder | $1,644 | $17,109-90.4% | $13,954-88.2% | $11,596-85.8% |