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 | $215,629 | $138,044+56.2% | $125,339+72.0% | $134,475+60.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.81% | 750.33%-742.5pp | 572.05%-564.2pp | 417.96%-410.2pp |
| Employer contribution / active EE | $5,219 | $5,243-0.5% | $4,814+8.4% | $4,740+10.1% |
| Participant deferral / active EE | $8,812 | $7,799+13.0% | $7,446+18.3% | $6,400+37.7% |
| Admin fee / account holder | $3,569 | $11,571-69.2% | $10,010-64.3% | $11,426-68.8% |