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 7-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 | $207,505 | $202,432+2.5% | $169,368+22.5% | $139,434+48.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 42.01% | 531.74%-489.7pp | 405.60%-363.6pp | 372.94%-330.9pp |
| Employer contribution / active EE | $5,644 | $4,692+20.3% | $4,013+40.7% | $4,751+18.8% |
| Participant deferral / active EE | $5,061 | $6,938-27.1% | $6,221-18.7% | $6,710-24.6% |
| Admin fee / account holder | $3,353 | $10,708-68.7% | $9,003-62.8% | $11,403-70.6% |