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 | $225,726 | $202,432+11.5% | $169,368+33.3% | $139,434+61.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.46% | 531.74%-511.3pp | 405.60%-385.1pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,364 | $4,692-7.0% | $4,013+8.8% | $4,751-8.1% |
| Participant deferral / active EE | $13,188 | $6,938+90.1% | $6,221+112.0% | $6,710+96.5% |
| Admin fee / account holder | $4,654 | $10,708-56.5% | $9,003-48.3% | $11,403-59.2% |