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 | $164,176 | $138,065+18.9% | $123,544+32.9% | $135,375+21.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.06% | 153.68%-159.7pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,400 | $5,151-53.4% | $4,628-48.1% | $4,779-49.8% |
| Participant deferral / active EE | $4,382 | $6,799-35.5% | $6,426-31.8% | $5,609-21.9% |
| Admin fee / account holder | $1,578 | $10,916-85.5% | $9,284-83.0% | $10,827-85.4% |