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 | $214,255 | $165,584+29.4% | $142,942+49.9% | $137,256+56.1% |
| Participation rate | 84.6% | 80.1%+4.5pp | 76.8%+7.8pp | 80.0%+4.7pp |
| Annual return | 17.82% | 164.22%-146.4pp | 113.70%-95.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $23,112 | $4,725+389.1% | $4,139+458.3% | $4,156+456.1% |
| Participant deferral / active EE | $24,306 | $8,194+196.6% | $7,128+241.0% | $6,407+279.4% |
| Admin fee / account holder | $28,970 | $16,167+79.2% | $12,475+132.2% | $12,270+136.1% |