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 | $234,563 | $183,963+27.5% | $162,163+44.6% | $152,861+53.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.97% | 150.76%-113.8pp | 115.59%-78.6pp | 345.32%-308.4pp |
| Employer contribution / active EE | $20,779 | $6,371+226.2% | $5,614+270.2% | $4,762+336.3% |
| Participant deferral / active EE | $12,205 | $8,034+51.9% | $7,298+67.2% | $5,850+108.6% |
| Admin fee / account holder | $302 | $13,121-97.7% | $10,843-97.2% | $11,596-97.4% |