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 | $231,820 | $198,466+16.8% | $170,442+36.0% | $147,584+57.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 40.54% | 257.29%-216.8pp | 205.93%-165.4pp | 578.55%-538.0pp |
| Employer contribution / active EE | $3,834 | $6,184-38.0% | $5,433-29.4% | $4,876-21.4% |
| Participant deferral / active EE | $8,109 | $5,629+44.0% | $4,939+64.2% | $5,439+49.1% |
| Admin fee / account holder | $3,978 | $16,852-76.4% | $13,880-71.3% | $10,885-63.5% |