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 5-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 | $237,697 | $210,648+12.8% | $177,989+33.5% | $145,922+62.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.53% | 385.86%-372.3pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $12,459 | $4,565+172.9% | $3,949+215.5% | $4,660+167.4% |
| Participant deferral / active EE | $30,500 | $6,958+338.4% | $6,276+386.0% | $6,688+356.1% |
| Admin fee / account holder | $3,500 | $12,013-70.9% | $10,363-66.2% | $13,397-73.9% |