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 3-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 | $233,352 | $190,805+22.3% | $159,960+45.9% | $134,475+73.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.75% | 552.23%-565.0pp | 408.60%-421.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,777 | $4,995-24.4% | $4,226-10.6% | $4,740-20.3% |
| Participant deferral / active EE | $11,979 | $6,923+73.0% | $6,182+93.8% | $6,400+87.2% |
| Admin fee / account holder | $3,594 | $10,471-65.7% | $8,698-58.7% | $11,426-68.5% |