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 | $171,711 | $168,632+1.8% | $147,614+16.3% | $125,391+36.9% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -2.15% | 77.65%-79.8pp | 61.98%-64.1pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,362 | $6,252-46.2% | $5,564-39.6% | $4,866-30.9% |
| Participant deferral / active EE | $8,451 | $5,507+53.5% | $4,895+72.6% | $5,352+57.9% |
| Admin fee / account holder | $755 | $13,580-94.4% | $11,611-93.5% | $9,540-92.1% |