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 | $201,075 | $165,912+21.2% | $122,332+64.4% | $147,584+36.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.03% | 34.55%-13.5pp | 30.27%-9.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $20,044 | $5,754+248.3% | $4,050+394.9% | $4,876+311.1% |
| Participant deferral / active EE | $12,000 | $4,005+199.6% | $3,287+265.1% | $5,439+120.6% |
| Admin fee / account holder | $4,167 | $7,424-43.9% | $5,478-23.9% | $10,885-61.7% |