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 4-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 | $218,067 | $210,698+3.5% | $178,014+22.5% | $145,959+49.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.79% | 386.27%-372.5pp | 294.80%-281.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $28,872 | $4,567+532.2% | $3,950+630.9% | $4,661+519.5% |
| Participant deferral / active EE | $17,796 | $6,958+155.7% | $6,276+183.5% | $6,689+166.1% |
| Admin fee / account holder | $2,988 | $12,016-75.1% | $10,362-71.2% | $13,398-77.7% |