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 | $191,791 | $175,202+9.5% | $149,673+28.1% | $139,434+37.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.75% | 166.71%-138.0pp | 134.42%-105.7pp | 372.94%-344.2pp |
| Employer contribution / active EE | $13,533 | $5,474+147.2% | $4,818+180.9% | $4,751+184.8% |
| Participant deferral / active EE | $9,406 | $6,519+44.3% | $5,680+65.6% | $6,710+40.2% |
| Admin fee / account holder | $912 | $16,150-94.4% | $13,210-93.1% | $11,403-92.0% |