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 8-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 | $211,470 | $126,574+67.1% | $106,213+99.1% | $145,922+44.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 53.69% | 224.79%-171.1pp | 116.14%-62.5pp | 561.29%-507.6pp |
| Employer contribution / active EE | $13,354 | $3,730+258.0% | $3,171+321.1% | $4,660+186.6% |
| Participant deferral / active EE | $6,802 | $5,724+18.8% | $5,016+35.6% | $6,688+1.7% |
| Admin fee / account holder | $2,553 | $17,304-85.2% | $11,033-76.9% | $13,397-80.9% |