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 | $209,262 | $90,600+131.0% | $79,464+163.3% | $135,375+54.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.19% | 977.43%-969.2pp | 718.14%-710.0pp | 519.73%-511.5pp |
| Employer contribution / active EE | $12,124 | $3,068+295.2% | $2,800+332.9% | $4,779+153.7% |
| Participant deferral / active EE | $5,375 | $4,050+32.7% | $3,704+45.1% | $5,609-4.2% |
| Admin fee / account holder | $2,379 | $5,907-59.7% | $5,113-53.5% | $10,827-78.0% |