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 | $123,110 | $197,825-37.8% | $155,790-21.0% | $125,391-1.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.29% | 86.74%-89.0pp | 71.54%-73.8pp | 282.22%-284.5pp |
| Employer contribution / active EE | $9,765 | $4,847+101.5% | $3,836+154.6% | $4,866+100.7% |
| Participant deferral / active EE | $8,567 | $5,630+52.2% | $4,797+78.6% | $5,352+60.1% |
| Admin fee / account holder | $463 | $9,545-95.1% | $7,478-93.8% | $9,540-95.1% |