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 | $166,685 | $95,561+74.4% | $77,163+116.0% | $139,434+19.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.21% | 54.92%-29.7pp | 37.87%-12.7pp | 372.94%-347.7pp |
| Employer contribution / active EE | $22,218 | $3,147+605.9% | $2,535+776.5% | $4,751+367.7% |
| Participant deferral / active EE | $18,075 | $4,624+290.9% | $3,833+371.5% | $6,710+169.4% |
| Admin fee / account holder | $2,446 | $8,295-70.5% | $5,472-55.3% | $11,403-78.5% |