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 | $220,268 | $165,335+33.2% | $149,696+47.1% | $158,922+38.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.59% | 348.15%-338.6pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,868 | $5,103+15.0% | $4,644+26.3% | $4,761+23.2% |
| Participant deferral / active EE | $6,055 | $7,181-15.7% | $6,842-11.5% | $5,982+1.2% |
| Admin fee / account holder | $515 | $10,807-95.2% | $9,309-94.5% | $11,246-95.4% |