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 | $242,734 | $180,449+34.5% | $154,107+57.5% | $135,375+79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.27% | 888.09%-878.8pp | 735.12%-725.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $2,558 | $6,035-57.6% | $5,298-51.7% | $4,779-46.5% |
| Participant deferral / active EE | $6,102 | $5,806+5.1% | $5,081+20.1% | $5,609+8.8% |
| Admin fee / account holder | $2,304 | $16,143-85.7% | $13,411-82.8% | $10,827-78.7% |