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 | $207,525 | $165,984+25.0% | $164,813+25.9% | $145,922+42.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.07% | 100.03%-83.0pp | 69.93%-52.9pp | 561.29%-544.2pp |
| Employer contribution / active EE | $11,011 | $5,273+108.8% | $4,341+153.6% | $4,660+136.3% |
| Participant deferral / active EE | $8,972 | $6,959+28.9% | $6,031+48.7% | $6,688+34.2% |
| Admin fee / account holder | $1,074 | $16,648-93.5% | $12,690-91.5% | $13,397-92.0% |