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 | $219,591 | $159,602+37.6% | $150,045+46.3% | $142,382+54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.92% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $11,633 | $4,961+134.5% | $4,693+147.9% | $4,299+170.6% |
| Participant deferral / active EE | $7,762 | $8,310-6.6% | $7,997-2.9% | $6,507+19.3% |
| Admin fee / account holder | $333 | $14,846-97.8% | $13,435-97.5% | $12,624-97.4% |