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 | $227,199 | $160,055+42.0% | $140,016+62.3% | $135,375+67.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -8.80% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,664 | $6,420-58.5% | $5,606-52.5% | $4,779-44.2% |
| Participant deferral / active EE | $8,676 | $7,642+13.5% | $6,927+25.3% | $5,609+54.7% |
| Admin fee / account holder | $970 | $13,328-92.7% | $10,705-90.9% | $10,827-91.0% |