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 | $183,216 | $144,119+27.1% | $117,854+55.5% | $147,584+24.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 28.92% | 531.15%-502.2pp | 335.08%-306.2pp | 578.55%-549.6pp |
| Employer contribution / active EE | $8,457 | $4,896+72.7% | $3,786+123.4% | $4,876+73.4% |
| Participant deferral / active EE | $6,110 | $5,316+14.9% | $4,482+36.3% | $5,439+12.3% |
| Admin fee / account holder | $1,639 | $10,886-84.9% | $8,020-79.6% | $10,885-84.9% |