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 | $170,577 | $96,635+76.5% | $86,612+96.9% | $139,434+22.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 29.78% | 106.41%-76.6pp | 591.07%-561.3pp | 372.94%-343.2pp |
| Employer contribution / active EE | $3,329 | $3,263+2.0% | $3,022+10.1% | $4,751-29.9% |
| Participant deferral / active EE | $7,713 | $4,836+59.5% | $4,438+73.8% | $6,710+14.9% |
| Admin fee / account holder | $797 | $6,408-87.6% | $5,614-85.8% | $11,403-93.0% |