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 | $166,673 | $202,318-17.6% | $172,739-3.5% | $152,861+9.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.93% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,789 | $5,856-69.4% | $5,143-65.2% | $4,762-62.4% |
| Participant deferral / active EE | $8,113 | $5,948+36.4% | $5,198+56.1% | $5,850+38.7% |
| Admin fee / account holder | $15,450 | $17,109-9.7% | $13,954+10.7% | $11,596+33.2% |