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 | $171,739 | $92,703+85.3% | $82,719+107.6% | $134,475+27.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -16.49% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,218 | $3,274+89.9% | $3,009+106.6% | $4,740+31.2% |
| Participant deferral / active EE | $5,336 | $4,802+11.1% | $4,395+21.4% | $6,400-16.6% |
| Admin fee / account holder | $647 | $5,983-89.2% | $5,329-87.9% | $11,426-94.3% |