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 | $206,311 | $202,318+2.0% | $172,739+19.4% | $152,861+35.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.06% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $5,715 | $5,856-2.4% | $5,143+11.1% | $4,762+20.0% |
| Participant deferral / active EE | $8,100 | $5,948+36.2% | $5,198+55.8% | $5,850+38.5% |
| Admin fee / account holder | $1,956 | $17,109-88.6% | $13,954-86.0% | $11,596-83.1% |