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 | $167,166 | $106,543+56.9% | $91,220+83.3% | $134,475+24.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -20.23% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,621 | $3,331-21.3% | $2,850-8.0% | $4,740-44.7% |
| Participant deferral / active EE | $12,224 | $4,719+159.0% | $4,234+188.7% | $6,400+91.0% |
| Admin fee / account holder | $1,164 | $6,231-81.3% | $5,420-78.5% | $11,426-89.8% |