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 | $196,273 | $104,664+87.5% | $85,682+129.1% | $167,490+17.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.92% | 21.45%-5.5pp | 21.49%-5.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $26,380 | $3,337+690.5% | $2,618+907.5% | $4,837+445.3% |
| Participant deferral / active EE | $16,120 | $4,824+234.1% | $3,923+311.0% | $6,341+154.2% |
| Admin fee / account holder | $1,319 | $10,032-86.9% | $6,873-80.8% | $12,309-89.3% |