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 | $238,064 | $112,096+112.4% | $95,952+148.1% | $158,922+49.8% |
| Participation rate | 79.2% | 79.0%+0.2pp | 77.1%+2.1pp | 82.0%-2.8pp |
| Annual return | 14.89% | 171.09%-156.2pp | 91.61%-76.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,256 | $3,198+33.1% | $2,541+67.5% | $4,761-10.6% |
| Participant deferral / active EE | $11,212 | $4,784+134.4% | $4,167+169.1% | $5,982+87.4% |
| Admin fee / account holder | $7,000 | $10,130-30.9% | $6,795+3.0% | $11,246-37.8% |