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 | $245,156 | $165,335+48.3% | $149,696+63.8% | $158,922+54.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 75.01% | 348.15%-273.1pp | 276.60%-201.6pp | 302.83%-227.8pp |
| Employer contribution / active EE | $1,256 | $5,103-75.4% | $4,644-72.9% | $4,761-73.6% |
| Participant deferral / active EE | $7,511 | $7,181+4.6% | $6,842+9.8% | $5,982+25.5% |
| Admin fee / account holder | $9,802 | $10,807-9.3% | $9,309+5.3% | $11,246-12.8% |