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 | $229,478 | $198,466+15.6% | $170,442+34.6% | $147,584+55.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 10.37% | 257.29%-246.9pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $3,067 | $6,184-50.4% | $5,433-43.5% | $4,876-37.1% |
| Participant deferral / active EE | $7,619 | $5,629+35.3% | $4,939+54.3% | $5,439+40.1% |
| Admin fee / account holder | $6,432 | $16,852-61.8% | $13,880-53.7% | $10,885-40.9% |