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 | $175,419 | $168,632+4.0% | $147,614+18.8% | $125,391+39.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.26% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.5pp |
| Employer contribution / active EE | $27,534 | $6,252+340.4% | $5,564+394.8% | $4,866+465.8% |
| Participant deferral / active EE | $15,715 | $5,507+185.4% | $4,895+221.0% | $5,352+193.7% |
| Admin fee / account holder | $319 | $13,580-97.7% | $11,611-97.3% | $9,540-96.7% |