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 | $196,813 | $159,934+23.1% | $147,005+33.9% | $145,959+34.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 98.24%-83.3pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $16,722 | $5,287+216.3% | $4,934+238.9% | $4,661+258.8% |
| Participant deferral / active EE | $10,289 | $8,427+22.1% | $8,070+27.5% | $6,689+53.8% |
| Admin fee / account holder | $22,091 | $15,053+46.8% | $13,006+69.8% | $13,398+64.9% |