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 | $156,988 | $171,865-8.7% | $149,718+4.9% | $147,584+6.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 18.26% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,609 | $6,275-26.6% | $5,445-15.4% | $4,876-5.5% |
| Participant deferral / active EE | $10,665 | $7,271+46.7% | $6,569+62.4% | $5,439+96.1% |
| Admin fee / account holder | $1,892 | $13,799-86.3% | $11,283-83.2% | $10,885-82.6% |