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 | $138,479 | $74,888+84.9% | $71,209+94.5% | $142,382-2.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 89.82% | 345.14%-255.3pp | 282.51%-192.7pp | 217.08%-127.3pp |
| Employer contribution / active EE | $1,379 | $2,854-51.7% | $2,721-49.3% | $4,299-67.9% |
| Participant deferral / active EE | $10,231 | $4,454+129.7% | $4,175+145.1% | $6,507+57.2% |
| Admin fee / account holder | $7,453 | $5,568+33.8% | $5,349+39.3% | $12,624-41.0% |