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 10-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 | $228,308 | $87,705+160.3% | $63,517+259.4% | $125,391+82.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 166.12% | 21.70%+144.4pp | -70.30%+236.4pp | 282.22%-116.1pp |
| Employer contribution / active EE | $12,108 | $3,601+236.3% | $2,322+421.5% | $4,866+148.8% |
| Participant deferral / active EE | $5,664 | $3,939+43.8% | $2,953+91.8% | $5,352+5.8% |
| Admin fee / account holder | $1,763 | $11,948-85.2% | $5,892-70.1% | $9,540-81.5% |