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 | $191,208 | $74,888+155.3% | $71,209+168.5% | $142,382+34.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.63% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,576 | $2,854+130.4% | $2,721+141.7% | $4,299+53.0% |
| Participant deferral / active EE | $21,552 | $4,454+383.8% | $4,175+416.2% | $6,507+231.2% |
| Admin fee / account holder | $706 | $5,568-87.3% | $5,349-86.8% | $12,624-94.4% |