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 5-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 | $223,223 | $109,982+103.0% | $97,226+129.6% | $145,922+53.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.15% | 242.90%-232.8pp | 75.13%-65.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $174,000 | $3,084+5542.3% | $2,729+6276.5% | $4,660+3634.2% |
| Participant deferral / active EE | $105,000 | $4,676+2145.6% | $4,264+2362.6% | $6,688+1470.0% |
| Admin fee / account holder | $1,585 | $6,221-74.5% | $5,654-72.0% | $13,397-88.2% |