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 | $231,026 | $202,318+14.2% | $172,739+33.7% | $152,861+51.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 13.63% | 1029.65%-1016.0pp | 802.84%-789.2pp | 345.32%-331.7pp |
| Employer contribution / active EE | $8,066 | $5,856+37.7% | $5,143+56.8% | $4,762+69.4% |
| Participant deferral / active EE | $7,760 | $5,948+30.5% | $5,198+49.3% | $5,850+32.6% |
| Admin fee / account holder | $7,916 | $17,109-53.7% | $13,954-43.3% | $11,596-31.7% |