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 | $200,241 | $114,381+75.1% | $107,525+86.2% | $142,382+40.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.13% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,279 | $4,015-43.2% | $3,754-39.3% | $4,299-47.0% |
| Participant deferral / active EE | $8,119 | $5,564+45.9% | $5,116+58.7% | $6,507+24.8% |
| Admin fee / account holder | $1,000 | $9,860-89.9% | $8,919-88.8% | $12,624-92.1% |