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 | $78,613 | $168,632-53.4% | $147,614-46.7% | $125,391-37.3% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -2.52% | 77.65%-80.2pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $7,245 | $6,252+15.9% | $5,564+30.2% | $4,866+48.9% |
| Participant deferral / active EE | $5,292 | $5,507-3.9% | $4,895+8.1% | $5,352-1.1% |
| Admin fee / account holder | $1,727 | $13,580-87.3% | $11,611-85.1% | $9,540-81.9% |