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 | $156,267 | $202,318-22.8% | $172,739-9.5% | $152,861+2.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.34% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $8,927 | $5,856+52.4% | $5,143+73.6% | $4,762+87.5% |
| Participant deferral / active EE | $7,749 | $5,948+30.3% | $5,198+49.1% | $5,850+32.5% |
| Admin fee / account holder | $2,609 | $17,109-84.7% | $13,954-81.3% | $11,596-77.5% |