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 | $214,805 | $104,974+104.6% | $95,585+124.7% | $142,382+50.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.42% | 210.33%-190.9pp | 38.56%-19.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $14,626 | $2,779+426.4% | $2,527+478.9% | $4,299+240.2% |
| Participant deferral / active EE | $12,208 | $4,352+180.5% | $4,023+203.5% | $6,507+87.6% |
| Admin fee / account holder | $5,385 | $6,386-15.7% | $6,127-12.1% | $12,624-57.3% |