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 6-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 | $188,492 | $109,817+71.6% | $98,442+91.5% | $167,490+12.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.85% | 1956.69%-1937.8pp | 1492.73%-1473.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $3,579 | $3,224+11.0% | $2,960+20.9% | $4,837-26.0% |
| Participant deferral / active EE | $9,787 | $4,673+109.4% | $4,276+128.9% | $6,341+54.3% |
| Admin fee / account holder | $686 | $6,753-89.8% | $5,949-88.5% | $12,309-94.4% |