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 9-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 | $152,565 | $202,318-24.6% | $172,739-11.7% | $152,861-0.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.52% | 1029.65%-1000.1pp | 802.84%-773.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $7,830 | $5,856+33.7% | $5,143+52.3% | $4,762+64.4% |
| Participant deferral / active EE | $3,934 | $5,948-33.9% | $5,198-24.3% | $5,850-32.8% |
| Admin fee / account holder | $787 | $17,109-95.4% | $13,954-94.4% | $11,596-93.2% |