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 | $245,885 | $144,119+70.6% | $117,854+108.6% | $147,584+66.6% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 20.90% | 531.15%-510.2pp | 335.08%-314.2pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,161 | $4,896-35.4% | $3,786-16.5% | $4,876-35.2% |
| Participant deferral / active EE | $7,569 | $5,316+42.4% | $4,482+68.9% | $5,439+39.2% |
| Admin fee / account holder | $11,690 | $10,886+7.4% | $8,020+45.8% | $10,885+7.4% |