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 | $207,317 | $190,805+8.7% | $159,960+29.6% | $134,475+54.2% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -18.10% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $864 | $4,995-82.7% | $4,226-79.6% | $4,740-81.8% |
| Participant deferral / active EE | $2,104 | $6,923-69.6% | $6,182-66.0% | $6,400-67.1% |
| Admin fee / account holder | $5,361 | $10,471-48.8% | $8,698-38.4% | $11,426-53.1% |