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 | $120,982 | $70,606+71.3% | $53,898+124.5% | $142,382-15.0% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 14.66% | 619.81%-605.2pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,463 | $1,202+21.7% | $932+57.0% | $4,299-66.0% |
| Participant deferral / active EE | $5,340 | $2,364+125.9% | $1,826+192.4% | $6,507-17.9% |
| Admin fee / account holder | $571 | $2,852-80.0% | $2,491-77.1% | $12,624-95.5% |