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 | $229,605 | $155,788+47.4% | $124,672+84.2% | $167,490+37.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 20.43% | 17.97%+2.5pp | 5142.93%-5122.5pp | 478.56%-458.1pp |
| Employer contribution / active EE | $9,845 | $4,163+136.5% | $3,324+196.2% | $4,837+103.5% |
| Participant deferral / active EE | $11,897 | $5,673+109.7% | $4,614+157.8% | $6,341+87.6% |
| Admin fee / account holder | $10,545 | $9,531+10.6% | $7,493+40.7% | $12,309-14.3% |