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 8-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 | $225,245 | $198,466+13.5% | $170,442+32.2% | $147,584+52.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.47% | 257.29%-246.8pp | 205.93%-195.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $7,141 | $6,184+15.5% | $5,433+31.4% | $4,876+46.4% |
| Participant deferral / active EE | $10,294 | $5,629+82.9% | $4,939+108.4% | $5,439+89.3% |
| Admin fee / account holder | $1,205 | $16,852-92.8% | $13,880-91.3% | $10,885-88.9% |