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 | $229,613 | $154,228+48.9% | $145,433+57.9% | $137,256+67.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,926 | $4,804+2.5% | $4,554+8.2% | $4,156+18.5% |
| Participant deferral / active EE | $24,023 | $8,216+192.4% | $7,897+204.2% | $6,407+275.0% |
| Admin fee / account holder | $95,765 | $14,344+567.7% | $13,129+629.4% | $12,270+680.5% |