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 | $243,861 | $209,411+16.5% | $178,490+36.6% | $158,922+53.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.09% | 188.75%-165.7pp | 151.07%-128.0pp | 302.83%-279.7pp |
| Employer contribution / active EE | $4,822 | $5,706-15.5% | $5,011-3.8% | $4,761+1.3% |
| Participant deferral / active EE | $8,030 | $5,954+34.9% | $5,202+54.4% | $5,982+34.2% |
| Admin fee / account holder | $2,542 | $17,074-85.1% | $13,984-81.8% | $11,246-77.4% |