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 | $229,317 | $180,449+27.1% | $154,107+48.8% | $135,375+69.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.04% | 888.09%-883.1pp | 735.12%-730.1pp | 519.73%-514.7pp |
| Employer contribution / active EE | $13,042 | $6,035+116.1% | $5,298+146.2% | $4,779+172.9% |
| Participant deferral / active EE | $4,247 | $5,806-26.9% | $5,081-16.4% | $5,609-24.3% |
| Admin fee / account holder | $2,019 | $16,143-87.5% | $13,411-84.9% | $10,827-81.3% |