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 | $193,617 | $198,466-2.4% | $170,442+13.6% | $147,584+31.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 50.51% | 257.29%-206.8pp | 205.93%-155.4pp | 578.55%-528.0pp |
| Employer contribution / active EE | $7,330 | $6,184+18.5% | $5,433+34.9% | $4,876+50.3% |
| Participant deferral / active EE | $4,300 | $5,629-23.6% | $4,939-12.9% | $5,439-20.9% |
| Admin fee / account holder | $1,652 | $16,852-90.2% | $13,880-88.1% | $10,885-84.8% |