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 | $244,635 | $226,064+8.2% | $182,532+34.0% | $152,861+60.0% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.4%+9.2pp |
| Annual return | 27.74% | 192.51%-164.8pp | 148.54%-120.8pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,151 | $4,978-36.7% | $4,076-22.7% | $4,762-33.8% |
| Participant deferral / active EE | $6,892 | $6,368+8.2% | $5,524+24.8% | $5,850+17.8% |
| Admin fee / account holder | $2,176 | $10,703-79.7% | $8,592-74.7% | $11,596-81.2% |