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 7-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 | $101,099 | $202,318-50.0% | $172,739-41.5% | $152,861-33.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 34.91% | 1029.65%-994.7pp | 802.84%-767.9pp | 345.32%-310.4pp |
| Employer contribution / active EE | $1,828 | $5,856-68.8% | $5,143-64.5% | $4,762-61.6% |
| Participant deferral / active EE | $5,836 | $5,948-1.9% | $5,198+12.3% | $5,850-0.2% |
| Admin fee / account holder | $838 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |