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 | $113,635 | $84,696+34.2% | $75,696+50.1% | $167,490-32.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 32.78% | 199.36%-166.6pp | 104.53%-71.7pp | 478.56%-445.8pp |
| Employer contribution / active EE | $8,160 | $3,230+152.7% | $2,743+197.5% | $4,837+68.7% |
| Participant deferral / active EE | $10,913 | $4,580+138.3% | $3,821+185.6% | $6,341+72.1% |
| Admin fee / account holder | $3,798 | $5,355-29.1% | $3,619+4.9% | $12,309-69.1% |