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 | $232,852 | $209,832+11.0% | $189,513+22.9% | $167,490+39.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.19% | 748.27%-739.1pp | 555.15%-546.0pp | 478.56%-469.4pp |
| Employer contribution / active EE | $16,239 | $6,914+134.9% | $6,162+163.5% | $4,837+235.7% |
| Participant deferral / active EE | $15,110 | $8,935+69.1% | $8,221+83.8% | $6,341+138.3% |
| Admin fee / account holder | $824 | $14,293-94.2% | $12,045-93.2% | $12,309-93.3% |