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 | $218,775 | $209,832+4.3% | $189,513+15.4% | $167,490+30.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.80% | 748.27%-725.5pp | 555.15%-532.3pp | 478.56%-455.8pp |
| Employer contribution / active EE | $11,078 | $6,914+60.2% | $6,162+79.8% | $4,837+129.0% |
| Participant deferral / active EE | $11,163 | $8,935+24.9% | $8,221+35.8% | $6,341+76.0% |
| Admin fee / account holder | $16,320 | $14,293+14.2% | $12,045+35.5% | $12,309+32.6% |