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 | $200,317 | $165,335+21.2% | $149,696+33.8% | $158,922+26.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.39% | 348.15%-307.8pp | 276.60%-236.2pp | 302.83%-262.4pp |
| Employer contribution / active EE | $2,507 | $5,103-50.9% | $4,644-46.0% | $4,761-47.4% |
| Participant deferral / active EE | $18,426 | $7,181+156.6% | $6,842+169.3% | $5,982+208.0% |
| Admin fee / account holder | $66,647 | $10,807+516.7% | $9,309+616.0% | $11,246+492.6% |