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 | $235,169 | $209,832+12.1% | $189,513+24.1% | $167,490+40.4% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 14.19% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,898 | $6,914-43.6% | $6,162-36.7% | $4,837-19.4% |
| Participant deferral / active EE | $6,431 | $8,935-28.0% | $8,221-21.8% | $6,341+1.4% |
| Admin fee / account holder | $5,925 | $14,293-58.5% | $12,045-50.8% | $12,309-51.9% |