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 | $203,026 | $144,119+40.9% | $117,854+72.3% | $147,584+37.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.93% | 531.15%-519.2pp | 335.08%-323.2pp | 578.55%-566.6pp |
| Employer contribution / active EE | $4,288 | $4,896-12.4% | $3,786+13.2% | $4,876-12.1% |
| Participant deferral / active EE | $16,323 | $5,316+207.1% | $4,482+264.2% | $5,439+200.1% |
| Admin fee / account holder | $35,165 | $10,886+223.0% | $8,020+338.5% | $10,885+223.1% |