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 | $196,444 | $209,832-6.4% | $189,513+3.7% | $167,490+17.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 38.10% | 748.27%-710.2pp | 555.15%-517.0pp | 478.56%-440.5pp |
| Employer contribution / active EE | $7,770 | $6,914+12.4% | $6,162+26.1% | $4,837+60.6% |
| Participant deferral / active EE | $21,726 | $8,935+143.2% | $8,221+164.3% | $6,341+242.6% |
| Admin fee / account holder | $8,325 | $14,293-41.8% | $12,045-30.9% | $12,309-32.4% |