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 | $243,295 | $198,466+22.6% | $170,442+42.7% | $147,584+64.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.89% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $4,581 | $6,184-25.9% | $5,433-15.7% | $4,876-6.1% |
| Participant deferral / active EE | $8,108 | $5,629+44.0% | $4,939+64.2% | $5,439+49.1% |
| Admin fee / account holder | $2,906 | $16,852-82.8% | $13,880-79.1% | $10,885-73.3% |