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 | $196,543 | $111,814+75.8% | $103,374+90.1% | $145,959+34.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.88% | 24.77%-11.9pp | 24.89%-12.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $7,050 | $4,214+67.3% | $3,869+82.2% | $4,661+51.3% |
| Participant deferral / active EE | $27,500 | $5,618+389.5% | $5,058+443.7% | $6,689+311.2% |
| Admin fee / account holder | $65,995 | $9,754+576.6% | $8,394+686.2% | $13,398+392.6% |