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 | $248,166 | $74,888+231.4% | $71,209+248.5% | $142,382+74.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.96% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $14,453 | $2,854+406.3% | $2,721+431.2% | $4,299+236.2% |
| Participant deferral / active EE | $3,427 | $4,454-23.1% | $4,175-17.9% | $6,507-47.3% |
| Admin fee / account holder | $1,775 | $5,568-68.1% | $5,349-66.8% | $12,624-85.9% |