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 | $126,634 | $106,890+18.5% | $84,015+50.7% | $152,861-17.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 32.61% | 104.99%-72.4pp | 71.31%-38.7pp | 345.32%-312.7pp |
| Employer contribution / active EE | $9,021 | $2,734+229.9% | $1,983+354.8% | $4,762+89.4% |
| Participant deferral / active EE | $8,602 | $4,011+114.4% | $3,239+165.6% | $5,850+47.0% |
| Admin fee / account holder | $1,016 | $8,285-87.7% | $6,101-83.3% | $11,596-91.2% |