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 | $207,366 | $74,888+176.9% | $71,209+191.2% | $142,382+45.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.42% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $24,651 | $2,854+763.6% | $2,721+806.0% | $4,299+473.4% |
| Participant deferral / active EE | $14,305 | $4,454+221.1% | $4,175+242.6% | $6,507+119.8% |
| Admin fee / account holder | $40,394 | $5,568+625.4% | $5,349+655.2% | $12,624+220.0% |