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 | $248,365 | $202,318+22.8% | $172,739+43.8% | $152,861+62.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.33% | 1029.65%-1002.3pp | 802.84%-775.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $7,717 | $5,856+31.8% | $5,143+50.0% | $4,762+62.0% |
| Participant deferral / active EE | $4,244 | $5,948-28.6% | $5,198-18.3% | $5,850-27.5% |
| Admin fee / account holder | $1,075 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |