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 | $214,376 | $111,724+91.9% | $93,606+129.0% | $145,922+46.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.24% | 202.98%-192.7pp | 133.20%-123.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,269 | $3,090-26.5% | $2,420-6.2% | $4,660-51.3% |
| Participant deferral / active EE | $13,133 | $4,912+167.4% | $4,411+197.7% | $6,688+96.4% |
| Admin fee / account holder | $4,226 | $10,250-58.8% | $8,285-49.0% | $13,397-68.5% |