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 9-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 | $184,793 | $69,207+167.0% | $64,056+188.5% | $139,434+32.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.84% | 45.88%-34.0pp | 33.69%-21.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $7,043 | $3,182+121.3% | $2,747+156.4% | $4,751+48.2% |
| Participant deferral / active EE | $9,724 | $4,682+107.7% | $3,880+150.6% | $6,710+44.9% |
| Admin fee / account holder | $39,449 | $4,244+829.5% | $3,068+1185.7% | $11,403+246.0% |