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 6-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 | $192,788 | $114,381+68.5% | $107,525+79.3% | $142,382+35.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.48% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $7,667 | $4,015+91.0% | $3,754+104.3% | $4,299+78.3% |
| Participant deferral / active EE | $27,883 | $5,564+401.1% | $5,116+445.1% | $6,507+328.5% |
| Admin fee / account holder | $731 | $9,860-92.6% | $8,919-91.8% | $12,624-94.2% |