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 | $224,993 | $202,318+11.2% | $172,739+30.3% | $152,861+47.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 21.97% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $5,000 | $5,856-14.6% | $5,143-2.8% | $4,762+5.0% |
| Participant deferral / active EE | $3,274 | $5,948-45.0% | $5,198-37.0% | $5,850-44.0% |
| Admin fee / account holder | $16,416 | $17,109-4.0% | $13,954+17.6% | $11,596+41.6% |