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 | $232,130 | $198,466+17.0% | $170,442+36.2% | $147,584+57.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.28% | 257.29%-231.0pp | 205.93%-179.6pp | 578.55%-552.3pp |
| Employer contribution / active EE | $8,330 | $6,184+34.7% | $5,433+53.3% | $4,876+70.8% |
| Participant deferral / active EE | $5,426 | $5,629-3.6% | $4,939+9.9% | $5,439-0.2% |
| Admin fee / account holder | $33,417 | $16,852+98.3% | $13,880+140.7% | $10,885+207.0% |