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 | $80,520 | $203,436-60.4% | $152,466-47.2% | $167,490-51.9% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.2%+7.5pp | 82.1%+3.6pp |
| Annual return | 204.67% | 13.80%+190.9pp | 757.33%-552.7pp | 478.56%-273.9pp |
| Employer contribution / active EE | $2,238 | $5,220-57.1% | $4,327-48.3% | $4,837-53.7% |
| Participant deferral / active EE | $8,959 | $6,716+33.4% | $5,820+53.9% | $6,341+41.3% |
| Admin fee / account holder | $1,158 | $22,506-94.9% | $15,805-92.7% | $12,309-90.6% |