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 | $180,407 | $123,909+45.6% | $69,647+159.0% | $145,922+23.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 17.95% | 190.55%-172.6pp | 100.48%-82.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $19,567 | $2,682+629.7% | $1,712+1042.6% | $4,660+319.9% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,563 | $7,863-80.1% | $4,713-66.8% | $13,397-88.3% |