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 | $201,687 | $160,055+26.0% | $140,016+44.0% | $135,375+49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.30% | 911.38%-907.1pp | 651.12%-646.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $10,685 | $6,420+66.4% | $5,606+90.6% | $4,779+123.6% |
| Participant deferral / active EE | $12,453 | $7,642+63.0% | $6,927+79.8% | $5,609+122.0% |
| Admin fee / account holder | $3,715 | $13,328-72.1% | $10,705-65.3% | $10,827-65.7% |