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 7-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 | $117,886 | $81,632+44.4% | $70,449+67.3% | $158,922-25.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.94% | 208.40%-199.5pp | 109.03%-100.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $21,700 | $3,217+574.5% | $2,737+693.0% | $4,761+355.8% |
| Participant deferral / active EE | $1,405 | $4,554-69.1% | $3,709-62.1% | $5,982-76.5% |
| Admin fee / account holder | $965 | $6,193-84.4% | $3,845-74.9% | $11,246-91.4% |