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 7-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 | $199,010 | $202,318-1.6% | $172,739+15.2% | $152,861+30.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1084.20% | 1029.65%+54.5pp | 802.84%+281.4pp | 345.32%+738.9pp |
| Employer contribution / active EE | $8,240 | $5,856+40.7% | $5,143+60.2% | $4,762+73.0% |
| Participant deferral / active EE | $18,667 | $5,948+213.8% | $5,198+259.1% | $5,850+219.1% |
| Admin fee / account holder | $322 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |