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 6-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 | $171,186 | $159,901+7.1% | $146,958+16.5% | $145,922+17.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 112.91% | 98.13%+14.8pp | 418.34%-305.4pp | 561.29%-448.4pp |
| Employer contribution / active EE | $11,519 | $5,286+117.9% | $4,933+133.5% | $4,660+147.2% |
| Participant deferral / active EE | $8,427 | $8,4280% | $8,070+4.4% | $6,688+26.0% |
| Admin fee / account holder | $686 | $15,044-95.4% | $12,998-94.7% | $13,397-94.9% |