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 | $155,792 | $202,318-23.0% | $172,739-9.8% | $152,861+1.9% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 29.81% | 1029.65%-999.8pp | 802.84%-773.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $6,119 | $5,856+4.5% | $5,143+19.0% | $4,762+28.5% |
| Participant deferral / active EE | $4,153 | $5,948-30.2% | $5,198-20.1% | $5,850-29.0% |
| Admin fee / account holder | $452 | $17,109-97.4% | $13,954-96.8% | $11,596-96.1% |