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 | $218,790 | $169,032+29.4% | $129,207+69.3% | $145,922+49.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.92% | 14330.11%-14316.2pp | 9417.33%-9403.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,953 | $5,537-64.7% | $4,153-53.0% | $4,660-58.1% |
| Participant deferral / active EE | $4,382 | $4,987-12.1% | $4,168+5.1% | $6,688-34.5% |
| Admin fee / account holder | $5,447 | $9,954-45.3% | $7,715-29.4% | $13,397-59.3% |