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 | $238,063 | $90,348+163.5% | $75,972+213.4% | $145,922+63.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.62% | 620.88%-606.3pp | 359.55%-344.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,950 | $3,311+19.3% | $2,685+47.1% | $4,660-15.2% |
| Participant deferral / active EE | $18,850 | $5,162+265.2% | $4,255+343.0% | $6,688+181.9% |
| Admin fee / account holder | $521 | $8,467-93.9% | $6,467-92.0% | $13,397-96.1% |