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 | $211,449 | $210,648+0.4% | $177,989+18.8% | $145,922+44.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.15% | 385.86%-367.7pp | 294.48%-276.3pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,528 | $4,565-44.6% | $3,949-36.0% | $4,660-45.8% |
| Participant deferral / active EE | $19,247 | $6,958+176.6% | $6,276+206.7% | $6,688+187.8% |
| Admin fee / account holder | $1,446 | $12,013-88.0% | $10,363-86.1% | $13,397-89.2% |