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 | $249,025 | $118,919+109.4% | $88,538+181.3% | $152,861+62.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 0.00% | 47.92%-47.9pp | 43.64%-43.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,808 | $2,669-32.3% | $2,098-13.8% | $4,762-62.0% |
| Participant deferral / active EE | $9,698 | $3,549+173.3% | $2,914+232.8% | $5,850+65.8% |
| Admin fee / account holder | $612 | $5,876-89.6% | $4,310-85.8% | $11,596-94.7% |