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 6-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 | $202,737 | $72,071+181.3% | $68,368+196.5% | $137,256+47.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.19% | 353.14%-332.9pp | 292.57%-272.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $22,702 | $2,788+714.3% | $2,649+757.0% | $4,156+446.2% |
| Participant deferral / active EE | $15,991 | $4,410+262.6% | $4,123+287.9% | $6,407+149.6% |
| Admin fee / account holder | $4,243 | $5,336-20.5% | $5,150-17.6% | $12,270-65.4% |