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 | $173,422 | $135,635+27.9% | $110,238+57.3% | $135,375+28.1% |
| Participation rate | 73.9% | 83.5%-9.5pp | 79.8%-5.9pp | 82.6%-8.7pp |
| Annual return | -5.68% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,710 | $4,906-44.8% | $3,826-29.2% | $4,779-43.3% |
| Participant deferral / active EE | $6,598 | $5,506+19.8% | $4,672+41.2% | $5,609+17.6% |
| Admin fee / account holder | $2,280 | $11,457-80.1% | $8,547-73.3% | $10,827-78.9% |