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 | $248,965 | $168,632+47.6% | $147,614+68.7% | $125,391+98.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.68% | 77.65%-80.3pp | 61.98%-64.7pp | 282.22%-284.9pp |
| Employer contribution / active EE | $5,334 | $6,252-14.7% | $5,564-4.2% | $4,866+9.6% |
| Participant deferral / active EE | $3,485 | $5,507-36.7% | $4,895-28.8% | $5,352-34.9% |
| Admin fee / account holder | $2,345 | $13,580-82.7% | $11,611-79.8% | $9,540-75.4% |