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 | $141,499 | $202,318-30.1% | $172,739-18.1% | $152,861-7.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.45% | 1029.65%-998.2pp | 802.84%-771.4pp | 345.32%-313.9pp |
| Employer contribution / active EE | $3,478 | $5,856-40.6% | $5,143-32.4% | $4,762-27.0% |
| Participant deferral / active EE | $7,719 | $5,948+29.8% | $5,198+48.5% | $5,850+31.9% |
| Admin fee / account holder | $13,769 | $17,109-19.5% | $13,954-1.3% | $11,596+18.7% |