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 | $206,302 | $90,348+128.3% | $75,972+171.5% | $145,922+41.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.50% | 620.88%-604.4pp | 359.55%-343.1pp | 561.29%-544.8pp |
| Employer contribution / active EE | $42,979 | $3,311+1198.0% | $2,685+1500.8% | $4,660+822.4% |
| Participant deferral / active EE | $13,435 | $5,162+160.3% | $4,255+215.7% | $6,688+100.9% |
| Admin fee / account holder | $862 | $8,467-89.8% | $6,467-86.7% | $13,397-93.6% |