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 | $198,343 | $202,318-2.0% | $172,739+14.8% | $152,861+29.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.98% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,486 | $5,856-23.4% | $5,143-12.8% | $4,762-5.8% |
| Participant deferral / active EE | $5,060 | $5,948-14.9% | $5,198-2.6% | $5,850-13.5% |
| Admin fee / account holder | $9,386 | $17,109-45.1% | $13,954-32.7% | $11,596-19.1% |