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 | $244,850 | $112,881+116.9% | $90,951+169.2% | $158,922+54.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 50.30% | 215.79%-165.5pp | 134.60%-84.3pp | 302.83%-252.5pp |
| Employer contribution / active EE | $11,742 | $2,893+305.9% | $2,122+453.4% | $4,761+146.6% |
| Participant deferral / active EE | $6,867 | $4,128+66.4% | $3,373+103.6% | $5,982+14.8% |
| Admin fee / account holder | $1,470 | $8,041-81.7% | $5,959-75.3% | $11,246-86.9% |