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 | $207,188 | $127,386+62.6% | $115,037+80.1% | $125,391+65.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 206.58% | 31.28%+175.3pp | 26.14%+180.4pp | 282.22%-75.6pp |
| Employer contribution / active EE | $18,411 | $5,166+256.4% | $4,608+299.6% | $4,866+278.4% |
| Participant deferral / active EE | $5,918 | $6,423-7.9% | $6,026-1.8% | $5,352+10.6% |
| Admin fee / account holder | $2,681 | $9,516-71.8% | $8,175-67.2% | $9,540-71.9% |