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 | $209,115 | $175,202+19.4% | $149,673+39.7% | $139,434+50.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.17% | 166.71%-150.5pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $22,030 | $5,474+302.4% | $4,818+357.3% | $4,751+363.7% |
| Participant deferral / active EE | $17,778 | $6,519+172.7% | $5,680+213.0% | $6,710+164.9% |
| Admin fee / account holder | $48,585 | $16,150+200.8% | $13,210+267.8% | $11,403+326.1% |