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 | $215,024 | $118,849+80.9% | $96,562+122.7% | $167,490+28.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 50.49%-35.3pp | 37.78%-22.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $15,703 | $3,120+403.4% | $2,356+566.4% | $4,837+224.6% |
| Participant deferral / active EE | $17,242 | $4,616+273.5% | $3,849+348.0% | $6,341+171.9% |
| Admin fee / account holder | $13,500 | $8,065+67.4% | $6,181+118.4% | $12,309+9.7% |