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 | $220,660 | $160,055+37.9% | $140,016+57.6% | $135,375+63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.56% | 911.38%-900.8pp | 651.12%-640.6pp | 519.73%-509.2pp |
| Employer contribution / active EE | $6,124 | $6,420-4.6% | $5,606+9.2% | $4,779+28.1% |
| Participant deferral / active EE | $8,461 | $7,642+10.7% | $6,927+22.1% | $5,609+50.8% |
| Admin fee / account holder | $799 | $13,328-94.0% | $10,705-92.5% | $10,827-92.6% |