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 | $191,367 | $140,940+35.8% | $112,229+70.5% | $139,434+37.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.28% | 32.71%-22.4pp | 30.20%-19.9pp | 372.94%-362.7pp |
| Employer contribution / active EE | $8,349 | $4,283+94.9% | $3,430+143.4% | $4,751+75.7% |
| Participant deferral / active EE | $26,000 | $5,874+342.6% | $4,798+441.9% | $6,710+287.5% |
| Admin fee / account holder | $16,910 | $9,954+69.9% | $7,748+118.2% | $11,403+48.3% |