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 | $207,774 | $202,318+2.7% | $172,739+20.3% | $152,861+35.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.52% | 1029.65%-997.1pp | 802.84%-770.3pp | 345.32%-312.8pp |
| Employer contribution / active EE | $3,652 | $5,856-37.6% | $5,143-29.0% | $4,762-23.3% |
| Participant deferral / active EE | $7,250 | $5,948+21.9% | $5,198+39.5% | $5,850+23.9% |
| Admin fee / account holder | $11,746 | $17,109-31.3% | $13,954-15.8% | $11,596+1.3% |