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 | $187,835 | $209,832-10.5% | $189,513-0.9% | $167,490+12.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.55% | 748.27%-735.7pp | 555.15%-542.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,046 | $6,914-41.5% | $6,162-34.3% | $4,837-16.4% |
| Participant deferral / active EE | $8,960 | $8,935+0.3% | $8,221+9.0% | $6,341+41.3% |
| Admin fee / account holder | $905 | $14,293-93.7% | $12,045-92.5% | $12,309-92.6% |