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 | $200,518 | $198,466+1.0% | $170,442+17.6% | $147,584+35.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.60% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $8,079 | $6,184+30.6% | $5,433+48.7% | $4,876+65.7% |
| Participant deferral / active EE | $4,803 | $5,629-14.7% | $4,939-2.8% | $5,439-11.7% |
| Admin fee / account holder | $359 | $16,852-97.9% | $13,880-97.4% | $10,885-96.7% |