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 8-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 | $75,482 | $183,963-59.0% | $162,163-53.5% | $152,861-50.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 24.17% | 150.76%-126.6pp | 115.59%-91.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,374 | $6,371-47.0% | $5,614-39.9% | $4,762-29.2% |
| Participant deferral / active EE | $14,731 | $8,034+83.4% | $7,298+101.8% | $5,850+151.8% |
| Admin fee / account holder | $766 | $13,121-94.2% | $10,843-92.9% | $11,596-93.4% |