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 | $223,629 | $198,466+12.7% | $170,442+31.2% | $147,584+51.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.56% | 257.29%-238.7pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,100 | $6,184-17.5% | $5,433-6.1% | $4,876+4.6% |
| Participant deferral / active EE | $9,758 | $5,629+73.3% | $4,939+97.6% | $5,439+79.4% |
| Admin fee / account holder | $4,539 | $16,852-73.1% | $13,880-67.3% | $10,885-58.3% |