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 8-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 | $191,130 | $180,449+5.9% | $154,107+24.0% | $135,375+41.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.18% | 888.09%-889.3pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $7,066 | $6,035+17.1% | $5,298+33.4% | $4,779+47.9% |
| Participant deferral / active EE | $3,635 | $5,806-37.4% | $5,081-28.5% | $5,609-35.2% |
| Admin fee / account holder | $576 | $16,143-96.4% | $13,411-95.7% | $10,827-94.7% |