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 | $233,017 | $138,065+68.8% | $123,544+88.6% | $135,375+72.1% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 5.01% | 153.68%-148.7pp | 119.20%-114.2pp | 519.73%-514.7pp |
| Employer contribution / active EE | $7,005 | $5,151+36.0% | $4,628+51.4% | $4,779+46.6% |
| Participant deferral / active EE | $5,731 | $6,799-15.7% | $6,426-10.8% | $5,609+2.2% |
| Admin fee / account holder | $9,573 | $10,916-12.3% | $9,284+3.1% | $10,827-11.6% |