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 | $211,538 | $165,335+27.9% | $149,696+41.3% | $158,922+33.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.97% | 348.15%-338.2pp | 276.60%-266.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,895 | $5,103-43.3% | $4,644-37.7% | $4,761-39.2% |
| Participant deferral / active EE | $5,923 | $7,181-17.5% | $6,842-13.4% | $5,982-1.0% |
| Admin fee / account holder | $11,424 | $10,807+5.7% | $9,309+22.7% | $11,246+1.6% |