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 | $221,525 | $92,703+139.0% | $82,719+167.8% | $134,475+64.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.92% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,326 | $3,274+1.6% | $3,009+10.5% | $4,740-29.8% |
| Participant deferral / active EE | $8,736 | $4,802+81.9% | $4,395+98.8% | $6,400+36.5% |
| Admin fee / account holder | $705 | $5,983-88.2% | $5,329-86.8% | $11,426-93.8% |