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 | $136,211 | $168,632-19.2% | $147,614-7.7% | $125,391+8.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.05% | 77.65%-79.7pp | 61.98%-64.0pp | 282.22%-284.3pp |
| Employer contribution / active EE | $7,861 | $6,252+25.7% | $5,564+41.3% | $4,866+61.6% |
| Participant deferral / active EE | $13,200 | $5,507+139.7% | $4,895+169.6% | $5,352+146.7% |
| Admin fee / account holder | $43,128 | $13,580+217.6% | $11,611+271.4% | $9,540+352.0% |