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 | $211,664 | $111,724+89.5% | $93,606+126.1% | $145,922+45.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.72% | 202.98%-194.3pp | 133.20%-124.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,200 | $3,090+3.6% | $2,420+32.3% | $4,660-31.3% |
| Participant deferral / active EE | $11,309 | $4,912+130.2% | $4,411+156.4% | $6,688+69.1% |
| Admin fee / account holder | $18,971 | $10,250+85.1% | $8,285+129.0% | $13,397+41.6% |