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 | $233,076 | $202,318+15.2% | $172,739+34.9% | $152,861+52.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.68% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $4,213 | $5,856-28.1% | $5,143-18.1% | $4,762-11.5% |
| Participant deferral / active EE | $5,556 | $5,948-6.6% | $5,198+6.9% | $5,850-5.0% |
| Admin fee / account holder | $6,240 | $17,109-63.5% | $13,954-55.3% | $11,596-46.2% |