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 | $210,292 | $159,602+31.8% | $150,045+40.2% | $142,382+47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.99% | 70.24%-50.2pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $9,270 | $4,961+86.9% | $4,693+97.5% | $4,299+115.6% |
| Participant deferral / active EE | $21,950 | $8,310+164.1% | $7,997+174.5% | $6,507+237.3% |
| Admin fee / account holder | $3,843 | $14,846-74.1% | $13,435-71.4% | $12,624-69.6% |