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 | $184,364 | $114,047+61.7% | $96,139+91.8% | $167,490+10.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 22.29% | 189.88%-167.6pp | 191.94%-169.7pp | 478.56%-456.3pp |
| Employer contribution / active EE | $2,232 | $3,427-34.9% | $2,797-20.2% | $4,837-53.9% |
| Participant deferral / active EE | $15,352 | $5,194+195.6% | $4,349+253.0% | $6,341+142.1% |
| Admin fee / account holder | $25,051 | $6,897+263.2% | $5,537+352.4% | $12,309+103.5% |