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 3-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 | $233,123 | $74,888+211.3% | $71,209+227.4% | $142,382+63.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.22% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $12,444 | $2,854+336.0% | $2,721+357.3% | $4,299+189.4% |
| Participant deferral / active EE | $39,456 | $4,454+785.8% | $4,175+845.0% | $6,507+506.3% |
| Admin fee / account holder | $22,935 | $5,568+311.9% | $5,349+328.8% | $12,624+81.7% |