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 | $112,872 | $74,888+50.7% | $71,209+58.5% | $142,382-20.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.16% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,181 | $2,854+151.6% | $2,721+163.9% | $4,299+67.0% |
| Participant deferral / active EE | $3,237 | $4,454-27.3% | $4,175-22.5% | $6,507-50.3% |
| Admin fee / account holder | $9,937 | $5,568+78.5% | $5,349+85.8% | $12,624-21.3% |