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 | $239,618 | $202,318+18.4% | $172,739+38.7% | $152,861+56.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.89% | 1029.65%-1001.8pp | 802.84%-774.9pp | 345.32%-317.4pp |
| Employer contribution / active EE | $6,721 | $5,856+14.8% | $5,143+30.7% | $4,762+41.1% |
| Participant deferral / active EE | $5,673 | $5,948-4.6% | $5,198+9.2% | $5,850-3.0% |
| Admin fee / account holder | $6,511 | $17,109-61.9% | $13,954-53.3% | $11,596-43.9% |