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 | $249,021 | $169,032+47.3% | $129,207+92.7% | $145,922+70.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.14% | 14330.11%-14318.0pp | 9417.33%-9405.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,520 | $5,537-36.4% | $4,153-15.2% | $4,660-24.5% |
| Participant deferral / active EE | $9,958 | $4,987+99.7% | $4,168+138.9% | $6,688+48.9% |
| Admin fee / account holder | $6,437 | $9,954-35.3% | $7,715-16.6% | $13,397-52.0% |