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 9-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 | $240,334 | $106,515+125.6% | $96,683+148.6% | $139,434+72.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.03% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $8,536 | $4,103+108.0% | $3,737+128.4% | $4,751+79.7% |
| Participant deferral / active EE | $7,669 | $5,454+40.6% | $4,878+57.2% | $6,710+14.3% |
| Admin fee / account holder | $1,091 | $7,877-86.1% | $6,730-83.8% | $11,403-90.4% |