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 5-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 | $143,921 | $138,044+4.3% | $125,339+14.8% | $134,475+7.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1288.40% | 750.33%+538.1pp | 572.05%+716.3pp | 417.96%+870.4pp |
| Employer contribution / active EE | $6,338 | $5,243+20.9% | $4,814+31.7% | $4,740+33.7% |
| Participant deferral / active EE | $20,798 | $7,799+166.7% | $7,446+179.3% | $6,400+225.0% |
| Admin fee / account holder | $1,075 | $11,571-90.7% | $10,010-89.3% | $11,426-90.6% |