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 | $219,775 | $147,727+48.8% | $115,756+89.9% | $134,475+63.4% |
| Participation rate | 94.4% | 80.4%+14.0pp | 77.1%+17.4pp | 81.2%+13.2pp |
| Annual return | -18.99% | 73.96%-93.0pp | 143.14%-162.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $10,818 | $4,713+129.5% | $3,793+185.2% | $4,740+128.2% |
| Participant deferral / active EE | $13,071 | $7,563+72.8% | $6,254+109.0% | $6,400+104.2% |
| Admin fee / account holder | $9,656 | $14,571-33.7% | $8,124+18.9% | $11,426-15.5% |