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 | $177,088 | $209,832-15.6% | $189,513-6.6% | $167,490+5.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.11% | 748.27%-722.2pp | 555.15%-529.0pp | 478.56%-452.4pp |
| Employer contribution / active EE | $4,214 | $6,914-39.1% | $6,162-31.6% | $4,837-12.9% |
| Participant deferral / active EE | $11,250 | $8,935+25.9% | $8,221+36.8% | $6,341+77.4% |
| Admin fee / account holder | $656 | $14,293-95.4% | $12,045-94.6% | $12,309-94.7% |