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 | $184,926 | $202,318-8.6% | $172,739+7.1% | $152,861+21.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.90% | 1029.65%-1013.8pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $14,784 | $5,856+152.5% | $5,143+187.5% | $4,762+210.4% |
| Participant deferral / active EE | $10,422 | $5,948+75.2% | $5,198+100.5% | $5,850+78.2% |
| Admin fee / account holder | $13,713 | $17,109-19.8% | $13,954-1.7% | $11,596+18.2% |