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 | $182,094 | $116,175+56.7% | $93,606+94.5% | $152,861+19.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 125.61% | 35.96%+89.6pp | 32.76%+92.8pp | 345.32%-219.7pp |
| Employer contribution / active EE | $8,539 | $3,218+165.3% | $2,718+214.2% | $4,762+79.3% |
| Participant deferral / active EE | $5,920 | $4,603+28.6% | $4,069+45.5% | $5,850+1.2% |
| Admin fee / account holder | $2,430 | $10,748-77.4% | $7,888-69.2% | $11,596-79.0% |