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 | $86,024 | $105,181-18.2% | $159,436-46.0% | $85,850+0.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 30.66% | 45.07%-14.4pp | 263.57%-232.9pp | 318.53%-287.9pp |
| Employer contribution / active EE | $11,677 | $3,318+251.9% | $4,829+141.8% | $2,565+355.2% |
| Participant deferral / active EE | $23,500 | $5,945+295.3% | $7,352+219.6% | $3,952+494.7% |
| Admin fee / account holder | $3,314 | $6,933-52.2% | $10,799-69.3% | $6,260-47.1% |