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 | $209,397 | $157,256+33.2% | $141,162+48.3% | $152,861+37.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 120.40% | 64.32%+56.1pp | 71.39%+49.0pp | 345.32%-224.9pp |
| Employer contribution / active EE | $7,064 | $5,261+34.3% | $4,735+49.2% | $4,762+48.3% |
| Participant deferral / active EE | $7,932 | $7,109+11.6% | $6,709+18.2% | $5,850+35.6% |
| Admin fee / account holder | $3,711 | $12,120-69.4% | $10,261-63.8% | $11,596-68.0% |