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 | $212,449 | $185,200+14.7% | $142,863+48.7% | $167,490+26.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 44.55% | 8555.70%-8511.1pp | 5637.54%-5593.0pp | 478.56%-434.0pp |
| Employer contribution / active EE | $5,754 | $5,604+2.7% | $4,144+38.9% | $4,837+18.9% |
| Participant deferral / active EE | $7,671 | $4,494+70.7% | $3,837+99.9% | $6,341+21.0% |
| Admin fee / account holder | $10,330 | $8,031+28.6% | $6,560+57.5% | $12,309-16.1% |