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 | $234,711 | $104,907+123.7% | $84,611+177.4% | $152,861+53.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.36% | 373.79%-351.4pp | 258.74%-236.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $12,050 | $3,302+265.0% | $2,652+354.4% | $4,762+153.0% |
| Participant deferral / active EE | $10,325 | $4,688+120.2% | $3,899+164.8% | $5,850+76.5% |
| Admin fee / account holder | $3,529 | $6,241-43.5% | $4,912-28.2% | $11,596-69.6% |