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 9-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 | $217,654 | $102,317+112.7% | $146,958+48.1% | $80,856+169.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.45% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,780 | $3,713+28.7% | $4,933-3.1% | $2,755+73.5% |
| Participant deferral / active EE | $13,103 | $6,644+97.2% | $8,070+62.4% | $4,296+205.0% |
| Admin fee / account holder | $4,333 | $7,941-45.4% | $12,998-66.7% | $6,918-37.4% |