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 | $207,646 | $138,065+50.4% | $123,544+68.1% | $135,375+53.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.65% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $9,605 | $5,151+86.4% | $4,628+107.5% | $4,779+101.0% |
| Participant deferral / active EE | $5,002 | $6,799-26.4% | $6,426-22.2% | $5,609-10.8% |
| Admin fee / account holder | $904 | $10,916-91.7% | $9,284-90.3% | $10,827-91.7% |