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 | $241,364 | $209,832+15.0% | $189,513+27.4% | $167,490+44.1% |
| Participation rate | 95.8% | 88.7%+7.2pp | 87.8%+8.0pp | 82.1%+13.7pp |
| Annual return | 24.79% | 748.27%-723.5pp | 555.15%-530.4pp | 478.56%-453.8pp |
| Employer contribution / active EE | $2,449 | $6,914-64.6% | $6,162-60.3% | $4,837-49.4% |
| Participant deferral / active EE | $4,598 | $8,935-48.5% | $8,221-44.1% | $6,341-27.5% |
| Admin fee / account holder | $8,553 | $14,293-40.2% | $12,045-29.0% | $12,309-30.5% |