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 | $221,540 | $114,381+93.7% | $107,525+106.0% | $142,382+55.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.26% | 242.71%-223.4pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $10,873 | $4,015+170.8% | $3,754+189.7% | $4,299+152.9% |
| Participant deferral / active EE | $12,733 | $5,564+128.8% | $5,116+148.9% | $6,507+95.7% |
| Admin fee / account holder | $2,812 | $9,860-71.5% | $8,919-68.5% | $12,624-77.7% |