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 | $104,768 | $168,632-37.9% | $147,614-29.0% | $125,391-16.4% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.21% | 77.65%-80.9pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $12,626 | $6,252+101.9% | $5,564+126.9% | $4,866+159.5% |
| Participant deferral / active EE | $11,810 | $5,507+114.5% | $4,895+141.3% | $5,352+120.7% |
| Admin fee / account holder | $7,368 | $13,580-45.7% | $11,611-36.5% | $9,540-22.8% |