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 | $210,698+12.8% | $178,014+33.5% | $145,959+62.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.53% | 386.27%-372.7pp | 294.80%-281.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $12,459 | $4,567+172.8% | $3,950+215.4% | $4,661+167.3% |
| Participant deferral / active EE | $30,500 | $6,958+338.3% | $6,276+385.9% | $6,689+356.0% |
| Admin fee / account holder | $3,500 | $12,016-70.9% | $10,362-66.2% | $13,398-73.9% |