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 | $201,504 | $135,952+48.2% | $123,892+62.6% | $273,961-26.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19073.99% | 56.63%+19017.4pp | 47.52%+19026.5pp | 41.45%+19032.5pp |
| Employer contribution / active EE | $1,051 | $5,170-79.7% | $4,617-77.2% | $4,869-78.4% |
| Participant deferral / active EE | $12,146 | $6,343+91.5% | $5,984+103.0% | $5,287+129.7% |
| Admin fee / account holder | $18,149 | $9,817+84.9% | $8,357+117.2% | $10,132+79.1% |