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 | $205,006 | $106,515+92.5% | $96,683+112.0% | $139,434+47.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 71.63% | 38.43%+33.2pp | 35.69%+35.9pp | 372.94%-301.3pp |
| Employer contribution / active EE | $27,772 | $4,103+576.9% | $3,737+643.2% | $4,751+484.6% |
| Participant deferral / active EE | $25,715 | $5,454+371.5% | $4,878+427.1% | $6,710+283.2% |
| Admin fee / account holder | $2,419 | $7,877-69.3% | $6,730-64.1% | $11,403-78.8% |