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 10-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 | $223,493 | $183,963+21.5% | $162,163+37.8% | $152,861+46.2% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 21.91% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $8,680 | $6,371+36.2% | $5,614+54.6% | $4,762+82.3% |
| Participant deferral / active EE | $7,123 | $8,034-11.3% | $7,298-2.4% | $5,850+21.8% |
| Admin fee / account holder | $8,646 | $13,121-34.1% | $10,843-20.3% | $11,596-25.4% |