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 | $228,051 | $202,318+12.7% | $172,739+32.0% | $152,861+49.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 19.74% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $8,684 | $5,856+48.3% | $5,143+68.8% | $4,762+82.3% |
| Participant deferral / active EE | $6,940 | $5,948+16.7% | $5,198+33.5% | $5,850+18.6% |
| Admin fee / account holder | $2,124 | $17,109-87.6% | $13,954-84.8% | $11,596-81.7% |