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 10-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 | $191,335 | $160,055+19.5% | $140,016+36.7% | $135,375+41.3% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -7.62% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $5,620 | $6,420-12.5% | $5,606+0.2% | $4,779+17.6% |
| Participant deferral / active EE | $12,939 | $7,642+69.3% | $6,927+86.8% | $5,609+130.7% |
| Admin fee / account holder | $1,696 | $13,328-87.3% | $10,705-84.2% | $10,827-84.3% |