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 | $173,029 | $108,642+59.3% | $74,701+131.6% | $152,861+13.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 25.10% | 114.06%-89.0pp | 752.92%-727.8pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,673 | $1,503+77.9% | $1,084+146.7% | $4,762-43.9% |
| Participant deferral / active EE | $8,910 | $2,712+228.5% | $1,964+353.8% | $5,850+52.3% |
| Admin fee / account holder | $742 | $4,902-84.9% | $3,333-77.7% | $11,596-93.6% |