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 8-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 | $131,154 | $118,849+10.4% | $96,562+35.8% | $167,490-21.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.67% | 50.49%-38.8pp | 37.78%-26.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,945 | $3,120+26.5% | $2,356+67.4% | $4,837-18.4% |
| Participant deferral / active EE | $26,000 | $4,616+463.3% | $3,849+575.5% | $6,341+310.0% |
| Admin fee / account holder | $646 | $8,065-92.0% | $6,181-89.5% | $12,309-94.8% |