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 9-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 | $247,463 | $129,942+90.4% | $104,294+137.3% | $134,475+84.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.28% | 42.03%-55.3pp | 24.61%-37.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $4,131 | $4,184-1.3% | $3,372+22.5% | $4,740-12.8% |
| Participant deferral / active EE | $18,293 | $5,588+227.4% | $4,625+295.5% | $6,400+185.8% |
| Admin fee / account holder | $616 | $9,323-93.4% | $7,339-91.6% | $11,426-94.6% |