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 | $233,077 | $121,625+91.6% | $104,607+122.8% | $158,922+46.7% |
| Participation rate | 95.0% | 77.5%+17.5pp | 74.1%+20.9pp | 82.0%+13.0pp |
| Annual return | 10.66% | 465.26%-454.6pp | 340.46%-329.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,442 | $3,163-22.8% | $2,681-8.9% | $4,761-48.7% |
| Participant deferral / active EE | $7,334 | $4,177+75.6% | $3,740+96.1% | $5,982+22.6% |
| Admin fee / account holder | $8,711 | $7,787+11.9% | $6,473+34.6% | $11,246-22.5% |