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 | $226,721 | $198,466+14.2% | $170,442+33.0% | $147,584+53.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.29% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,485 | $6,184-11.3% | $5,433+1.0% | $4,876+12.5% |
| Participant deferral / active EE | $7,970 | $5,629+41.6% | $4,939+61.3% | $5,439+46.5% |
| Admin fee / account holder | $26,083 | $16,852+54.8% | $13,880+87.9% | $10,885+139.6% |