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 | $190,868 | $175,202+8.9% | $149,673+27.5% | $139,434+36.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.22% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,268 | $5,474-22.0% | $4,818-11.4% | $4,751-10.2% |
| Participant deferral / active EE | $11,898 | $6,519+82.5% | $5,680+109.5% | $6,710+77.3% |
| Admin fee / account holder | $1,943 | $16,150-88.0% | $13,210-85.3% | $11,403-83.0% |