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 | $247,743 | $210,648+17.6% | $177,989+39.2% | $145,922+69.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.10% | 385.86%-366.8pp | 294.48%-275.4pp | 561.29%-542.2pp |
| Employer contribution / active EE | $5,339 | $4,565+17.0% | $3,949+35.2% | $4,660+14.6% |
| Participant deferral / active EE | $4,061 | $6,958-41.6% | $6,276-35.3% | $6,688-39.3% |
| Admin fee / account holder | $13,507 | $12,013+12.4% | $10,363+30.3% | $13,397+0.8% |