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 | $144,869 | $100,773+43.8% | $88,946+62.9% | $142,382+1.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.27% | 70.18%-48.9pp | 57.82%-36.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,641 | $2,918+24.8% | $2,555+42.5% | $4,299-15.3% |
| Participant deferral / active EE | $16,077 | $5,230+207.4% | $4,581+250.9% | $6,507+147.1% |
| Admin fee / account holder | $2,003 | $9,693-79.3% | $8,261-75.8% | $12,624-84.1% |