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 | $222,735 | $180,749+23.2% | $160,784+38.5% | $137,256+62.3% |
| Participation rate | 94.7% | 80.0%+14.8pp | 77.0%+17.8pp | 80.0%+14.8pp |
| Annual return | 13.20% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,748 | $4,155+14.3% | $3,733+27.2% | $4,156+14.2% |
| Participant deferral / active EE | $9,414 | $6,844+37.6% | $6,293+49.6% | $6,407+46.9% |
| Admin fee / account holder | $11,924 | $10,397+14.7% | $9,717+22.7% | $12,270-2.8% |