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 7-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 | $228,385 | $175,202+30.4% | $149,673+52.6% | $139,434+63.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.87% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $18,281 | $5,474+233.9% | $4,818+279.5% | $4,751+284.8% |
| Participant deferral / active EE | $9,562 | $6,519+46.7% | $5,680+68.4% | $6,710+42.5% |
| Admin fee / account holder | $1,586 | $16,150-90.2% | $13,210-88.0% | $11,403-86.1% |