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 | $160,789 | $150,440+6.9% | $136,294+18.0% | $147,584+8.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.94% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,460 | $5,256-53.2% | $4,695-47.6% | $4,876-49.5% |
| Participant deferral / active EE | $9,083 | $6,630+37.0% | $6,247+45.4% | $5,439+67.0% |
| Admin fee / account holder | $697 | $10,905-93.6% | $9,243-92.5% | $10,885-93.6% |