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 | $172,046 | $96,635+78.0% | $86,612+98.6% | $139,434+23.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.78% | 106.41%-91.6pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,093 | $3,263-35.8% | $3,022-30.7% | $4,751-55.9% |
| Participant deferral / active EE | $13,324 | $4,836+175.5% | $4,438+200.2% | $6,710+98.6% |
| Admin fee / account holder | $1,696 | $6,408-73.5% | $5,614-69.8% | $11,403-85.1% |