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 | $223,806 | $198,466+12.8% | $170,442+31.3% | $147,584+51.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.12% | 257.29%-245.2pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $6,386 | $6,184+3.3% | $5,433+17.6% | $4,876+31.0% |
| Participant deferral / active EE | $12,086 | $5,629+114.7% | $4,939+144.7% | $5,439+122.2% |
| Admin fee / account holder | $20,211 | $16,852+19.9% | $13,880+45.6% | $10,885+85.7% |