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 | $238,804 | $217,402+9.8% | $185,823+28.5% | $167,490+42.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.10% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $5,798 | $5,873-1.3% | $5,167+12.2% | $4,837+19.9% |
| Participant deferral / active EE | $5,798 | $6,356-8.8% | $5,568+4.1% | $6,341-8.6% |
| Admin fee / account holder | $750 | $19,811-96.2% | $16,237-95.4% | $12,309-93.9% |