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 9-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 | $235,861 | $201,272+17.2% | $184,203+28.0% | $145,922+61.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 248.81% | 29.00%+219.8pp | 28.81%+220.0pp | 561.29%-312.5pp |
| Employer contribution / active EE | $3,545 | $7,022-49.5% | $6,427-44.8% | $4,660-23.9% |
| Participant deferral / active EE | $10,507 | $9,806+7.1% | $9,131+15.1% | $6,688+57.1% |
| Admin fee / account holder | $30,145 | $16,364+84.2% | $13,901+116.9% | $13,397+125.0% |