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 | $207,745 | $198,466+4.7% | $170,442+21.9% | $147,584+40.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.87% | 257.29%-236.4pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $9,533 | $6,184+54.2% | $5,433+75.5% | $4,876+95.5% |
| Participant deferral / active EE | $5,459 | $5,629-3.0% | $4,939+10.5% | $5,439+0.4% |
| Admin fee / account holder | $10,921 | $16,852-35.2% | $13,880-21.3% | $10,885+0.3% |