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 | $209,312 | $138,044+51.6% | $125,339+67.0% | $134,475+55.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.12% | 750.33%-748.2pp | 572.05%-569.9pp | 417.96%-415.8pp |
| Employer contribution / active EE | $6,311 | $5,243+20.4% | $4,814+31.1% | $4,740+33.2% |
| Participant deferral / active EE | $3,803 | $7,799-51.2% | $7,446-48.9% | $6,400-40.6% |
| Admin fee / account holder | $1,917 | $11,571-83.4% | $10,010-80.8% | $11,426-83.2% |