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 | $186,789 | $202,318-7.7% | $172,739+8.1% | $152,861+22.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.58% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,086 | $5,856-47.3% | $5,143-40.0% | $4,762-35.2% |
| Participant deferral / active EE | $9,181 | $5,948+54.4% | $5,198+76.6% | $5,850+56.9% |
| Admin fee / account holder | $26,231 | $17,109+53.3% | $13,954+88.0% | $11,596+126.2% |