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 | $26,953 | $109,327-75.3% | $89,391-69.8% | $158,922-83.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 78.82% | 345.68%-266.9pp | 245.62%-166.8pp | 302.83%-224.0pp |
| Employer contribution / active EE | $9,360 | $3,170+195.3% | $2,586+262.0% | $4,761+96.6% |
| Participant deferral / active EE | $5,797 | $4,598+26.1% | $3,890+49.0% | $5,982-3.1% |
| Admin fee / account holder | $330 | $6,153-94.6% | $4,881-93.2% | $11,246-97.1% |