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 | $201,318 | $111,535+80.5% | $105,223+91.3% | $137,256+46.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.88% | 237.85%-208.0pp | 180.65%-150.8pp | 220.34%-190.5pp |
| Employer contribution / active EE | $2,289 | $3,939-41.9% | $3,689-37.9% | $4,156-44.9% |
| Participant deferral / active EE | $3,893 | $5,500-29.2% | $5,072-23.2% | $6,407-39.2% |
| Admin fee / account holder | $813 | $9,721-91.6% | $8,859-90.8% | $12,270-93.4% |