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 6-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 | $202,074 | $175,202+15.3% | $149,673+35.0% | $139,434+44.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 20.27% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $9,592 | $5,474+75.2% | $4,818+99.1% | $4,751+101.9% |
| Participant deferral / active EE | $21,810 | $6,519+234.6% | $5,680+284.0% | $6,710+225.0% |
| Admin fee / account holder | $1,775 | $16,150-89.0% | $13,210-86.6% | $11,403-84.4% |