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 | $204,817 | $160,055+28.0% | $140,016+46.3% | $135,375+51.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.86% | 911.38%-908.5pp | 651.12%-648.3pp | 519.73%-516.9pp |
| Employer contribution / active EE | $8,903 | $6,420+38.7% | $5,606+58.8% | $4,779+86.3% |
| Participant deferral / active EE | $16,183 | $7,642+111.8% | $6,927+133.6% | $5,609+188.5% |
| Admin fee / account holder | $15,800 | $13,328+18.6% | $10,705+47.6% | $10,827+45.9% |