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 | $219,362 | $72,071+204.4% | $68,368+220.9% | $137,256+59.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.61% | 353.14%-336.5pp | 292.57%-276.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $14,354 | $2,788+414.9% | $2,649+441.9% | $4,156+245.4% |
| Participant deferral / active EE | $17,609 | $4,410+299.3% | $4,123+327.1% | $6,407+174.8% |
| Admin fee / account holder | $4,844 | $5,336-9.2% | $5,150-5.9% | $12,270-60.5% |