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 | $233,002 | $183,963+26.7% | $162,163+43.7% | $152,861+52.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 33.24% | 150.76%-117.5pp | 115.59%-82.4pp | 345.32%-312.1pp |
| Employer contribution / active EE | $3,569 | $6,371-44.0% | $5,614-36.4% | $4,762-25.1% |
| Participant deferral / active EE | $9,353 | $8,034+16.4% | $7,298+28.2% | $5,850+59.9% |
| Admin fee / account holder | $3,602 | $13,121-72.6% | $10,843-66.8% | $11,596-68.9% |