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 | $173,569 | $202,318-14.2% | $172,739+0.5% | $152,861+13.5% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 13.68% | 1029.65%-1016.0pp | 802.84%-789.2pp | 345.32%-331.6pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,030 | $5,948+35.0% | $5,198+54.5% | $5,850+37.3% |
| Admin fee / account holder | $1,555 | $17,109-90.9% | $13,954-88.9% | $11,596-86.6% |