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 | $249,019 | $172,478+44.4% | $145,661+71.0% | $142,382+74.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 16.41% | 151.09%-134.7pp | 101.46%-85.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $36,394 | $4,899+642.8% | $4,238+758.8% | $4,299+746.5% |
| Participant deferral / active EE | $17,089 | $8,348+104.7% | $7,198+137.4% | $6,507+162.6% |
| Admin fee / account holder | $4,425 | $16,864-73.8% | $12,466-64.5% | $12,624-64.9% |