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 | $209,125 | $180,449+15.9% | $154,107+35.7% | $135,375+54.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 6.46% | 888.09%-881.6pp | 735.12%-728.7pp | 519.73%-513.3pp |
| Employer contribution / active EE | $2,210 | $6,035-63.4% | $5,298-58.3% | $4,779-53.7% |
| Participant deferral / active EE | $8,335 | $5,806+43.6% | $5,081+64.1% | $5,609+48.6% |
| Admin fee / account holder | $954 | $16,143-94.1% | $13,411-92.9% | $10,827-91.2% |