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 | $234,360 | $180,449+29.9% | $154,107+52.1% | $135,375+73.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.57% | 888.09%-885.5pp | 735.12%-732.5pp | 519.73%-517.2pp |
| Employer contribution / active EE | $10,457 | $6,035+73.3% | $5,298+97.4% | $4,779+118.8% |
| Participant deferral / active EE | $10,266 | $5,806+76.8% | $5,081+102.1% | $5,609+83.0% |
| Admin fee / account holder | $1,691 | $16,143-89.5% | $13,411-87.4% | $10,827-84.4% |