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 | $231,922 | $202,318+14.6% | $172,739+34.3% | $152,861+51.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.40% | 1029.65%-1008.3pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,837 | $5,856+102.1% | $5,143+130.2% | $4,762+148.6% |
| Participant deferral / active EE | $9,846 | $5,948+65.5% | $5,198+89.4% | $5,850+68.3% |
| Admin fee / account holder | $420 | $17,109-97.5% | $13,954-97.0% | $11,596-96.4% |