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 | $144,014 | $74,888+92.3% | $71,209+102.2% | $142,382+1.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.65% | 345.14%-323.5pp | 282.51%-260.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,760 | $2,854+101.8% | $2,721+111.7% | $4,299+34.0% |
| Participant deferral / active EE | $10,705 | $4,454+140.3% | $4,175+156.4% | $6,507+64.5% |
| Admin fee / account holder | $789 | $5,568-85.8% | $5,349-85.2% | $12,624-93.7% |