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 | $220,106 | $202,318+8.8% | $172,739+27.4% | $152,861+44.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.22% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $5,890 | $5,856+0.6% | $5,143+14.5% | $4,762+23.7% |
| Participant deferral / active EE | $7,660 | $5,948+28.8% | $5,198+47.4% | $5,850+30.9% |
| Admin fee / account holder | $2,005 | $17,109-88.3% | $13,954-85.6% | $11,596-82.7% |