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 | $230,854 | $198,466+16.3% | $170,442+35.4% | $147,584+56.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.67% | 257.29%-238.6pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $5,555 | $6,184-10.2% | $5,433+2.3% | $4,876+13.9% |
| Participant deferral / active EE | $4,542 | $5,629-19.3% | $4,939-8.0% | $5,439-16.5% |
| Admin fee / account holder | $1,562 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |