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 | $154,981 | $138,065+12.3% | $123,544+25.4% | $135,375+14.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -7.56% | 153.68%-161.2pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,684 | $5,151-67.3% | $4,628-63.6% | $4,779-64.8% |
| Participant deferral / active EE | $4,407 | $6,799-35.2% | $6,426-31.4% | $5,609-21.4% |
| Admin fee / account holder | $4,999 | $10,916-54.2% | $9,284-46.2% | $10,827-53.8% |