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 9-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 | $223,493 | $148,534+50.5% | $135,903+64.5% | $139,434+60.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.75% | 79.19%-50.4pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $14,277 | $5,243+172.3% | $4,856+194.0% | $4,751+200.5% |
| Participant deferral / active EE | $14,836 | $8,100+83.2% | $7,758+91.2% | $6,710+121.1% |
| Admin fee / account holder | $446 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |