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 5-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 | $210,890 | $72,071+192.6% | $68,368+208.5% | $137,256+53.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.78% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $22,100 | $2,788+692.7% | $2,649+734.3% | $4,156+431.8% |
| Participant deferral / active EE | $23,500 | $4,410+432.9% | $4,123+470.0% | $6,407+266.8% |
| Admin fee / account holder | $810 | $5,336-84.8% | $5,150-84.3% | $12,270-93.4% |