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 4-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 | $194,896 | $202,432-3.7% | $169,368+15.1% | $139,434+39.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 82.97% | 531.74%-448.8pp | 405.60%-322.6pp | 372.94%-290.0pp |
| Employer contribution / active EE | $11,941 | $4,692+154.5% | $4,013+197.6% | $4,751+151.3% |
| Participant deferral / active EE | $14,749 | $6,938+112.6% | $6,221+137.1% | $6,710+119.8% |
| Admin fee / account holder | $1,261 | $10,708-88.2% | $9,003-86.0% | $11,403-88.9% |