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 9-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 | $243,773 | $180,749+34.9% | $160,784+51.6% | $137,256+77.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.69% | 2234.46%-2209.8pp | 1803.92%-1779.2pp | 220.34%-195.6pp |
| Employer contribution / active EE | $19,178 | $4,155+361.5% | $3,733+413.8% | $4,156+361.5% |
| Participant deferral / active EE | $13,250 | $6,844+93.6% | $6,293+110.6% | $6,407+106.8% |
| Admin fee / account holder | $1,961 | $10,397-81.1% | $9,717-79.8% | $12,270-84.0% |