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 | $240,596 | $175,202+37.3% | $149,673+60.7% | $139,434+72.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.43% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $4,438 | $5,474-18.9% | $4,818-7.9% | $4,751-6.6% |
| Participant deferral / active EE | $9,333 | $6,519+43.2% | $5,680+64.3% | $6,710+39.1% |
| Admin fee / account holder | $21,999 | $16,150+36.2% | $13,210+66.5% | $11,403+92.9% |