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 | $111,444 | $138,044-19.3% | $125,339-11.1% | $134,475-17.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 87.62% | 750.33%-662.7pp | 572.05%-484.4pp | 417.96%-330.3pp |
| Employer contribution / active EE | $2,213 | $5,243-57.8% | $4,814-54.0% | $4,740-53.3% |
| Participant deferral / active EE | $7,334 | $7,799-6.0% | $7,446-1.5% | $6,400+14.6% |
| Admin fee / account holder | $767 | $11,571-93.4% | $10,010-92.3% | $11,426-93.3% |