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 | $244,538 | $202,318+20.9% | $172,739+41.6% | $152,861+60.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.98% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.3pp |
| Employer contribution / active EE | $2,382 | $5,856-59.3% | $5,143-53.7% | $4,762-50.0% |
| Participant deferral / active EE | $6,248 | $5,948+5.0% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $10,745 | $17,109-37.2% | $13,954-23.0% | $11,596-7.3% |