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 | $156,763 | $52,279+199.9% | $89,391+75.4% | $79,858+96.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 18.38% | 22.16%-3.8pp | 245.62%-227.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $7,254 | $1,572+361.6% | $2,586+180.6% | $2,471+193.6% |
| Participant deferral / active EE | $9,748 | $2,740+255.7% | $3,890+150.6% | $3,740+160.6% |
| Admin fee / account holder | $2,950 | $3,356-12.1% | $4,881-39.6% | $5,306-44.4% |