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 | $90,397+128.2% | $76,002+171.4% | $145,959+41.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.50% | 621.97%-605.5pp | 360.07%-343.6pp | 561.95%-545.5pp |
| Employer contribution / active EE | $42,979 | $3,317+1195.6% | $2,688+1498.8% | $4,661+822.1% |
| Participant deferral / active EE | $13,435 | $5,163+160.2% | $4,257+215.6% | $6,689+100.9% |
| Admin fee / account holder | $862 | $8,369-89.7% | $6,414-86.6% | $13,398-93.6% |