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 | $224,183 | $175,202+28.0% | $149,673+49.8% | $139,434+60.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.51% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $5,971 | $5,474+9.1% | $4,818+23.9% | $4,751+25.7% |
| Participant deferral / active EE | $6,830 | $6,519+4.8% | $5,680+20.2% | $6,710+1.8% |
| Admin fee / account holder | $24,140 | $16,150+49.5% | $13,210+82.7% | $11,403+111.7% |