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 9-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 | $240,064 | $74,888+220.6% | $71,209+237.1% | $142,382+68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.24% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,700 | $2,854+64.6% | $2,721+72.7% | $4,299+9.3% |
| Participant deferral / active EE | $12,843 | $4,454+188.3% | $4,175+207.6% | $6,507+97.4% |
| Admin fee / account holder | $517 | $5,568-90.7% | $5,349-90.3% | $12,624-95.9% |