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 | $173,777 | $202,318-14.1% | $172,739+0.6% | $152,861+13.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 28.27% | 1029.65%-1001.4pp | 802.84%-774.6pp | 345.32%-317.0pp |
| Employer contribution / active EE | $9,393 | $5,856+60.4% | $5,143+82.6% | $4,762+97.2% |
| Participant deferral / active EE | $8,500 | $5,948+42.9% | $5,198+63.5% | $5,850+45.3% |
| Admin fee / account holder | $467 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |