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 7-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 | $184,929 | $109,982+68.1% | $97,226+90.2% | $145,922+26.7% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 16.15% | 242.90%-226.8pp | 75.13%-59.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,382 | $3,084+74.5% | $2,729+97.2% | $4,660+15.5% |
| Participant deferral / active EE | $7,427 | $4,676+58.8% | $4,264+74.2% | $6,688+11.0% |
| Admin fee / account holder | $583 | $6,221-90.6% | $5,654-89.7% | $13,397-95.6% |