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 | $171,007 | $74,888+128.3% | $71,209+140.1% | $142,382+20.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.96% | 345.14%-323.2pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $32,250 | $2,854+1029.9% | $2,721+1085.2% | $4,299+650.2% |
| Participant deferral / active EE | $3,727 | $4,454-16.3% | $4,175-10.7% | $6,507-42.7% |
| Admin fee / account holder | $1,284 | $5,568-76.9% | $5,349-76.0% | $12,624-89.8% |