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 | $223,324 | $165,984+34.5% | $164,813+35.5% | $145,922+53.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.25% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.0pp |
| Employer contribution / active EE | $11,857 | $5,273+124.9% | $4,341+173.1% | $4,660+154.5% |
| Participant deferral / active EE | $13,186 | $6,959+89.5% | $6,031+118.6% | $6,688+97.2% |
| Admin fee / account holder | $9,639 | $16,648-42.1% | $12,690-24.0% | $13,397-28.1% |