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 | $219,321 | $111,814+96.1% | $93,654+134.2% | $145,959+50.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.72% | 203.30%-186.6pp | 133.34%-116.6pp | 561.95%-545.2pp |
| Employer contribution / active EE | $3,177 | $3,092+2.8% | $2,421+31.2% | $4,661-31.8% |
| Participant deferral / active EE | $8,043 | $4,914+63.7% | $4,413+82.3% | $6,689+20.3% |
| Admin fee / account holder | $51,756 | $10,246+405.1% | $8,282+524.9% | $13,398+286.3% |